Associate PM at a Hedge Fund with over 10 years of industry experience. Spent the first 5 years of my career in the private equity buyout space, but moved into public equities around 2010. Based in Toronto, Canada.
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I manage a long-only investment partnership. I invest in great, growing businesses with competitive advantages and long growth runways. I try to buy them at prices that I expect to result in double-digit compounding over the long term. I intend to hold these investments for 5-10 years, or ideally forever, to let the magic of compounding work over time.
The limited partners in my fund are high net worth individuals who appreciate long-term value investing principles and who have both the capital and the temperament to truly invest for the long term. This investor base is a competitive advantage because it allows me to invest in businesses that have bright futures at attractive prices due to uncertain near-term outlooks.
The fund is not a good match for everyone. If you think you might be a good match for the fund, and are an accredited investor who has capital you don't need for another purpose for at least the next five years, please contact me for more information.
Long Hill Road Capital is a pseudonym I use on Seeking Alpha for regulatory reasons.
Fortunate enough to go through multiple bull (recovery post-Great Recession, tech bubble, pre-Great Recession boom, commodities boom) and bear markets (Great Recession, Asian currencies crisis, commodities bust) as a research analyst - primarily with global investment banks -. Consequently, I've seen enough that greed or fear is at the core of stock market/prices. Recently started to manage private funds with small seed money (everybody got to start small, right?).
I am a veteran investor with extensive experience in capital formation & corp.finance. My investment parameters are largely deep value. My trading style includes building large core positions coupled with opportunistic short term trading activity.
Asia Value & Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia Value & Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Luis V. Sanchez CFA, is a Managing Partner at Overlook Rock Asset Management LLC, an investment firm which manages separate accounts for clients. Overlook Rock employs a hedged systematic value approach to investing which marries quantitative techniques with value investing principles. If you would like to sign up for Overlook Rock's email list in order to receive our quarterly investor letters and other market commentary use this link: https://t.co/7V27P8vXbK
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
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Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Andrew Shapiro is Founder, President and Portfolio Manager of Lawndale Capital Management, an investment advisor that has managed activist hedge funds focused on small- and micro-cap companies for over 24 years, one of the longest periods of experience deploying an activist/relational investment strategy today. Mr. Shapiro’s engaged ownership approach has been effective in directly creating and unlocking shareholder value in Lawndale’s portfolio companies and has contributed to Lawndale’s activist funds often being ranked among the top event-driven and small-cap value funds in peer databases for long-term performance. In addition to leading Lawndale, Mr. Shapiro has also served as a Director or Observer on portfolio company boards and debt and equity bankruptcy committees. He is presently Chairman of the Official Equity Committee in the Premier Exhibitions/RMS Titanic bankruptcy and Board Secretary and Investment Committee Chair of the Mill Valley Library Foundation, on whose board he has served for many years. Mr. Shapiro is a member of the National Association of Corporate Directors (NACD) and, via Lawndale, has been a long-time Sustaining Member of the Council of Institutional Investors (CII).
Mr. Shapiro has more than two decades of portfolio management and analytically varied experience from a number of buy-side positions, employing a rare combination of credit, legal, equity and workout skills. Prior to founding the Lawndale organization in 1992, Mr. Shapiro managed the workout and restructuring of large portfolios of high-yield bonds, distressed equities and risk arbitrage securities for the Belzberg family's entity, First City Capital. Before joining First City, Mr. Shapiro was involved in numerous corporate acquisition and recapitalization transactions for both Manufacturers Hanover Trust and the Spectrum Group, a private equity firm.
Mr. Shapiro received dual JD and MBA degrees from UCLA, where he was an Olin Fellow at the UCLA School of Law and a Venture Capital Fellow at the UCLA Anderson School of Management, and a BS in Business Administration from UC Berkeley's Haas School of Business, where he periodically guest lectures.
Mr. Shapiro was selected to the 2012 NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is often quoted on matters of corporate governance, fiduciary duty and activist investing and has been the subject of several articles, including a Business Week article calling him “The Gary Cooper of Governance”. Mr. Shapiro has been a frequent speaker/panelist on corporate governance and activist investing issues to the Council of Institutional Investors, National Association of Corporate Directors, Society For Corporate Governance, SEC Advisory Committee on Small Public Companies and the National Investor Relations Institute. Mr. Shapiro is on the faculty of UCLA Anderson’s Corporate Governance/Director Education Program and has presented at the Director’s education programs of Stanford Law School, the Wisconsin Business School and Yale’s Millstein Center for Corporate Governance, among others. Mr. Shapiro is a Contributing Author to Seeking Alpha.
Mr. Shapiro started Lawndale’s funds in 1993 with only $188,000 under management and through performance and added capital has grown the firm’s managed assets substantially. Lawndale applies a private equity approach through active and relational ownership of public company securities. In most investments, Lawndale plays a constructive relational role by actively working with boards and management teams to help them achieve their strategic and operating goals. In other instances, Lawndale is a direct value-unlocking catalyst, utilizing a range of tools that include aggressively promoting improvements in a company's governance and operational structures, proxy actions, asserting shareowner’s legal rights and taking active roles in restructuring and buyout proposal negotiations.
I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area.