Newfound, an SEC registered investment advisor, is a financial technology and product innovation firm enabling rule-based, behavior-driven investment strategies. We believe that a dynamic, quantitatively-driven process facilitates long-term consistency and success in both investment performance and risk-management.
Newfound collaborates with mutual fund families, financial advisors, and institutional investors to research, develop, and manage customized multi-asset portfolios based on our proprietary intellectual property. The foundation of our process is our philosophy of quantitative integrity, a belief that success is achieved through a balance of quantitative analytics and qualitative insight.
I have a degree in Math and Science from the University of Toronto, as well as a degree in education, also from U of T.
I have traded private equity for 38 years and have developed a proprietary Price Modelling System which has provided me with consistent profitable trading success.
In partnership with my computer scientist son, Aidan Gomez, we have automated this model using neural networks, and offer a Trade Alert service that lets subscribers replicate the trades we are involved in.
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. With offices in 19 countries, Neuberger Berman’s team is approximately 2,000 professionals and the company was named by Pensions & Investments as a “Best Place to Work in Money Management” for three consecutive years. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking.
For important disclosures: http://www.nb.com/disclosure-global-communications
RIA & Family Office
Georg Vrba is a professional engineer who has been a consulting engineer for many years. In his opinion, mathematical models provide better guidance to market direction than financial "experts." He has developed financial models for the stock market, the bond market, yield curve, gold, silver and recession prediction, most of which are updated weekly at http://imarketsignals.com/.
*For Elazar's Research on SA hit "Follow." and click "Real-time alerts on this author" for real time.
*Trading needs a gameplan and discipline. Elazar has served clients in the $100mm-$10B asset range. See the market through a new simple perspective.
Make decisions based on how the market functions with PRO TRADER. We've followed SPY, Oil, GLD, TLT, SLV, UNG, XIV, XLV, XLF, XLI, EFA, CYB, SOXX, IAU, TLT, and many other securities with strong historical model results. (See here for performance).
*Click for information about: PRO TRADER on Seeking Alpha.
Past performance can not predict future performance. Capital invested is capital at risk and especially when leverage is used large, some if not all of the principal can be lost. Please consult your financial advisor if such a service is right for you. The performance data shown includes back-tested past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate. Current performance may be lower or higher than the performance data cited. Hypothetical or simulated performance results have certain inherent limitations unlike actual performance records. Real time performance is in the process of being compiled in PRO TRADER on Seeking Alpha.
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
I. Exclusive commercial licenses for unique bespoke algorithms run six figures and up.
II. Non-exclusive AUM licensing fees for our strategy indices run 10 basis points and up for commercial licenses.
Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.
I run two services, Free CoT Data and Simple Stock Model. Free CoT Data reveals how different types of traders are positioned in the futures markets. Simple Stock Model aggregates financial and economic data so that investors can easily form a comprehensive data-based outlook on the S&P.
Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
Tom Aspray, professional trader and analyst was originally trained as a biochemist but began using his computer expertise to analyze the financial markets in the early 1980s. Mr. Aspray has written widely on technical analysis and has given over 60 presentations around the world. Many of the technical indicators that Mr. Aspray wrote about in the 1980s, such as the MACD, have since gained worldwide acceptance.
Tom is regular contributor to Forbes where he writes a regular Week Ahead column. His expertise as a technical analyst has been acknowledged by the WSJ as well as some of the best known technical analysts.
Medical doctor and independant investor. My investment strategy is to utilize my medical education, combined with market technical and fundamental analysis, to find undervalued biopharmaceutical investments which have a high likelihood of increasing in value over a specified time period. I look for companies whose stocks have recently dropped due to technical factors, misunderstood data or undervalued market opportunity among other factors.
Sober Look (www.SoberLook.com) is a financial blog that deals with issues in capital markets, risk management, the economy, the financial services industry, and regulatory policy, with emphasis on finance education. The goal is to get beyond the hype and hysteria and focus on real issues, using facts and data from primary sources.
Send us tips, questions, suggestions, comments, guest posts - you can remain anonymous if you wish: tips@SoberLook.com
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
Four private female investors and one Dachshund.
We've consigned our careers as fund managers to the shredder, as we no longer have confidence that we can grow our clients' money anywhere near approaching the sparkling results that we achieved for them in the past.
Now Heidi and Desiree's investing interests involve global water distribution, agriculture, and timberland, while Clarissa and Helga manage strategies of certain commodities and hard assets.
We're also self-styled asset-manager vigilantes, who will bitch-slap those who take advantage of innocent retirees and other retail investors who have been ground into muesli by the Wall Street machine.
Sleazy RIA's, CFA's and 99% of the rest of financial "helpers" service their clients like Bonny and Clyde serviced banks.
As you can see, we're touchy, emotional, irascible, opinionated, and sometimes inebriated. But we admit that we do love the attention here on SA, so don't stop sending us those bawdy comments, angry criticisms, steamy love letters, veiled death threats, and tempting marriage proposals. Hey, you never know...
Oh, we almost forgot... While our names (Heidi, Helga, Clarissa and Desiree) may or may not be our real names, Schnitzel the Dachshund's name really is "Schnitzel the Dachshund."
After more than 4 decades in the financial markets, Robert P. Balan has retired. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
I founded and manage Servo Wealth Management, a Registered Investment Advisor (RIA) firm that helps people achieve financial independence, a secure retirement, and positions them to leave a meaningful financial legacy.
I am a private investor and freelance researcher in all things related to publicly listed companies.
Having been investing for seven years and here are some of my results:
1. MCB Finance (+600%);
2. Robert Wiseman Dairies (+20%, company was acquired);
3. Evolution Group (+25%, also acquired);
4. PV Crystalox Solar (+270%, should have stuck with the company).
But like all humans, who are prone to greed, emotion and several other psychological factors would make some mistakes (well, you could say that what's making the market in the first place).
1. MBL Group (-75%, got greedy with the juicy dividends);
2. Nighthawk Energy (-50%, took too long to bring oil operations to production);
3. Chaarat Gold Holdings (-14%, indecisive management waiting for an angel gold company to invest, but never happened).
So, my average portfolio returns for each period 10.21%.
Similarly, the FTSE 100 returned 6.11%.
The FTSE 250 returned 9.74%.
The FTSE AIM INDEX returned -0.08%.
Having learned new skills and absorbed awesome ideas for the past two years, as well as getting about writing ability up to scratch (formally and informally).
I decided to create a blog that will energize the investment community for you.
The objectives are to present understandable ideas, and why they matter to the performance of a particular company. Also, it is important to set out the process of implementing these ideas, so you could apply and incorporate them into your everyday research.
Lastly, I want to bring joy to my blog by presenting information in different format and style of delivery.
When I’m not working I am: Keeping fit (dumbbells and abs workout), cooking up a storm of a meal, used to travel, finding something good in Youtube, reading Games of Thrones (waiting for sixth installation), and reading my ‘other interests’ (while I waiting for that sixth installation).
And, finally I current hold shares in Optibiotix PLC (held since 22nd January 2015) and Polo Resources (held since 18th November 2015).
Don't forget to follow me Twitter: @Wh_biz32, and receive useful bits of insights in perceiving the world of finance sensibly.
Reuben Gregg Brewer spent about 15 years at world renowned Value Line, the Publisher of The Value Line Investment Survey. During this time he worked in various facets of the company's research efforts, including equities, mutual funds, convertibles, and options. For six years, he directed all of the company's research efforts as Value Line's Executive Director of Research. Today he writes about the things that interest him.
An undergraduate student from University of Toronto with passion in value investing. My focus is primary on micro to small cap value oriented stocks. I spend a lot of time on SA writing, reading other people's articles and learning about companies. When I am not online, I like to read about investing, play poker and golf with my friends.
My email is firstname.lastname@example.org. Feel free message me with anything that you want to talk about. And if there is any company that you need help research with I will do my best to help.
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month.
Dana Blankenhorn http://www.danablankenhorn.com has been a business journalist since 1978, and a futurist all his life.He warned about the coming Houston oil collapse in 1979. He began making a living on the Internet in 1985. He launched the first e-commerce daily for CMP in 1994, warned of the coming dot-bomb at a-clue.com in 1997 and began covering the Internet of Things in 2003.Along the way he's written for a host of newspapers, magazines, news services and Web sites. Most recently he was at TheStreet.com, covering technology and investments. He still has time for freelance assignments. He lives in Atlanta.
Ati Ranjan Kumar, Head of Investment Research & Analytics Services at Aranca Ati Ranjan heads Aranca’s Investment Research & Analytics Services practice. He has 12 years of rich experience in in designing and implementing client solutions across investment research requirements. He has extensive experience in guiding and managing teams involved in investment banking research & analytics, equity research for both sell side and buy side clients and market study & opportunity assessment assignments. Ati is an avid runner and participates in marathons. He is an MBA in Finance and a graduate in Economics. https://in.linkedin.com/in/atiranjan
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
Schwab Trading Services is a division of Charles Schwab. On a weekly basis, we will cover topics like trading strategies, risk management, options, trading in volatile markets, and more.
Hale Stewart spent 5 years as a bond broker in the late 1990s before returning to law school in the early 2000s. He is currently a tax lawyer in Houston, Texas. He has an LLM from the Thomas Jefferson School of Law in domestic and international taxation where he graduated Magna Cum Laude and is also a Chartered Asset Manager, Chartered Wealth Manager and Chartered Trust and Estate Planner from the American Academy of Financial Management. He is the author of the book US Captive Insurance Law. You can read him daily at the XE.com currency blog (http://community.xe.com/blog/xe-market-analysis).
Wolf Richter is the founder and CEO of Wolf Street Corp. He has 20 years of C-level operations and finance experience, including turnaround situations and startups. He lived in five foreign countries and traveled to 100 others on all continents. Currently in San Francisco.
Author of Quantitative Investing, the Quantitative Risk & Value letter and the free Market Timing Signals. Often in the SeekingAlpha top 5 on Portfolio Strategy. Available model portfolios: market neutral, growth, closed-end funds, Vix trading. For more information, click "send message".
PhD, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Also a lifelong rock climber and ex ski-mountaineering racer.