Lucas McGee is a consultant and private investor with more than ten years of business and finance experience throughout Asia, including China, Hong Kong and Vietnam. Lucas has provided consulting and advisory services with regard to operational business issues, due diligence, investment analysis, foreign direct investment and cross-border asset transfers. Clients have included private and multinational companies with operations throughout Asia. He has also provided consulting services for institutional investors in terms of providing due diligence on Asian companies, industries and market trends. He can be reached at email@example.com.
Amrit currently advises a portfolio of global private equity clients, financial services players & select global companies seeking growth in India. An Economics graduate from Delhi University, Amrit is an alumnus of ESADE Business School, Barcelona, Spain.
Financial Communications advisor; interested in valuations, cross-border transactions, M&A opportunities and Corporate Governance practices in Emerging Markets (particularly India)
Sectors of Interest: Metals & Mining, Food Processing, Services, BioTech & Internet
I am a Financial Analyst and maintain my own Site http://www.everythingaboutinvestment.com where i put the articles regarding investment so that it can help each and everyone around the globe to get an detail insight into Investing and Investment.
I look for opportunities to invest where the expected value is sufficiently greater than the cost to invest and look to invest the appropriate portion of the total funds available. To make a gambling analogy, a highly favorable investment would be one where you could invest $1 on a flip of a coin and receive $10 if it flipped heads and lose only $1 if it came up tails. However, you would not want to invest all of your funds because you would be broke if the coin turned up tails. Thus, the goal is to find investments where the edge is sufficiently large and then invest the appropriate portion of the funds. The Kelly formula provides a theoretical basis for the appropriate percentage of total funds to invest in a single opportunity.
However, in the real world, the precise odds are rarely known. Thus, I seek to develop the ability and obtain the knowledge to calculate the odds with a degree of accuracy, and conservatively enough, to be able to make intelligent invesments.
With regards to equities, which I have primarily invested in, I seek to understand the economics of the business so as to evaluate its potential for long term success or failure. I seek to use this understanding, along with an examination of its financial statements, to determine if the company is undervalued or overvalued. I may then decide to go long undervalued companies and I may decide to short overvalued companies. My preference is to find companies to purchase, rather than to short.
Sean Wright manages the Wright Investment Partnership an international long / short hedge fund. Prior to founding his firm, he worked in private equity at Allianz Capital Partners and in investment banking at Donaldson, Lufkin and Jenrette. Sean graduated from Wharton with an MBA in 2000. Interested investors can find out more at www.wrightinvestment.com.
I am a fundamentally oriented value investor who complements this with technical analysis to help optimize price points selected for buying and selling.
I like companies with
* significant price to free cash flow
* high return on invested capital and return on equity
* book-adjusted earnings or cash returns exceeding 10%
In terms of geographical focus, I am willing to invest in most markets worldwide. I am skeptical of most Chinese companies trading outside of Hong Kong.