I am a CFA charterholder and a CIPM certificant. Professionally, I assist firms comply with the Global Investment Performance Standards (GIPS). The GIPS Standards has to do with how investment performance is calculated and presented by asset managers, pension funds, endowments and foundations. Previous to my current profession, I owned and operated a small business. I helped built the business from the ground floor and diversified its revenue stream. I have a firsthand experience of looking for avenues to expand margins and manage costs. I also created a portfolio to reallocate capital externally. This increased my investment universe and mitigated the risk of a concentrated position in a private business. I have a fundamental, bottom-up approach to my research. I read 10-Ks and listen to earnings calls. I recast financial statements to focus on true economic earnings and avoid elaborate models that could lead to false precision. I believe my background and experience gives me the requisite tools to sift through the information and assess a company’s competitive position. I have a meaningful amount of my net worth invested. I am a conservative, long-term investor and rely on dividends to pay for some expenses. My portfolio is tilted towards companies with above-average sustainable profitability that pass value-oriented criteria.
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