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 Vanderbilt University with an MBA from Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area.
High free cash flow, solid balance sheets, impressive ROE’s, top management teams, and at the cheapest valuations possible. This is the alpha we are seeking here. I have spent the past 25 years developing my style of investing, from research analyst to hedge fund portfolio manager. The winners time and again are stocks able to compound earnings steadily and consistently, year in and year out.