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Education
About
Achievements
I have been running a concentrated U.S. based stock equities investment portfolio for the past 3 years.
Since the inception of my stock portfolio, I have consistently beaten and outperformed the market (S&P 500 and indexes) for all 3 straight years, since I started the fund.
Performance in terms of Returns:
From Jan 2014 - Jan 2015, fund return was 25.4%.
From Jan 2015 - Jan 2016, fund return was 33.1%.
From Jan 2016 - Jan 2017, fund return was 46.6%
Skills
Business Analysis
Financial Analysis
Financial Modeling
Business Valuation
Business Strategy
Business Planning & Strategy
Business Plan Development
Programming
US GAAP technical accounting
Entrepreneurship
Business Operations
What I'm Looking For
Looking for companies with: 1.) strong underlying economics in markets & industries that I have core competencies in, 2.) that have an enduring competitive advantage and long term prospects 5-10 year into the future, 3.) Superior & long-term oriented management, 4) An attractive valuation & price.
Describe what you're looking for in a company.
Locations
New York City
Silicon Valley
San Diego
Los Angeles
San Francisco
Chicago
Boston
Miami
Seattle