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- Education Stanford University
- Qualifications MS, BS, BA
- Investment Experience 7 years
- Founded 2012
- Company Name MCO Investments
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Blog
http://largemarginofsafe… - 1621 Central Ave.
- Cheyenne
- Wyoming
- United States
- 82001
MCO Investments
Individual Investor
Managed by a father and son team who are formally trained in finance, law, psychology and neuroscience. We have professional experience in the investment management industry and as entrepreneurs and have been managing money for family and friends for a number of years.
Christopher Olin - Completed Level III of CFA exam; MS, BS, and BA from Stanford University.
After performing experiments on brains for a number of years, Chris found his true calling in investment management, where the markets perform experiments for him in real-time. Chris brings a scientific and analytical approach to investing.
Milton Olin - JD from UCLA; BA from UCSB.
Milt began his career in law, quickly becoming a partner at a prestigious law firm in Los Angeles. He later left to work for a major recording company where he eventually was appointed head of global business and legal affairs. After a 16-year career there, he moved to the entrepreneurial world, managing and working with numerous technology-based startups. He currently is a founding partner in a boutique law firm. Milt’s lifetime of business and legal experience provides a valuable perspective on business evaluation and the financial markets.
Investment process
We are bottom-up, fundamental investors. We focus on businesses we understand and that are trading at prices that offer large margins of safety. This margin of safety protects us: heads, we win; tails, we don’t lose much. We identify promising investments by investigating companies that investors appear to have become overly excited or pessimistic about. If such a company falls within our circle of competence, we conduct extensive research so that we can attempt to predict the company’s future path with a high degree of certainty. If we can’t understand the business, we don’t invest.
Company background
Our company was founded by a father and son team in 2012 to allow others to participate in our investment results. Prior to the firm’s formal formation, we successfully used our process for years to manage our own funds and those of others.
Investment models
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MCO Investments Margin of Safety
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
- Style Value
Performance-
22.4%90 day
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44.0%365 day
Avg. Sub.-
-90 day
Monthly vs S&P50019.4% S.I.
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
We doubled our cash position for stock correction ahead
7 April 2013
We aim to keep our powder dry should stock market decline.
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