I hold a BSc and MSc in Financial Economics. Please don’t hold it against me, I left the efficient-market hypothesis behind me a long time ago. I have a full time job in the financial software industry in London and is indirectly exposed to the investment management industry. The underlying thesis for all my investments is value. Sometimes deep value and other times growth companies with value characteristics. I also have an affinity for real asset investments in the current market environment while at the same time not compromising on value. Occasional short selling as well.