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I am a professor of finance and a serious individual investor. I have published a number of articles in peer reviewed finance journals and have taught undergraduate and graduate courses in finance and investments for over ten years. I also have over ten years of investment experience.
I invest in stocks of quality companies selling at meaningful discounts to intrinsic value. I generally screen out unlisted stocks, stocks with a market cap below $50 million or a share price of less than $0.50, and stocks of firms that are not based in either an English-speaking country or one of a very select group of non-English speaking countries with strong shareholder rights.
I was raised around a family business and I have always had an interest in business and finance. Like many value investors, I have been heavily influenced by Warren Buffett. Buffett insists that effective investing is simple, though not easy, meaning that it is not too difficult to know what to do (buy quality stocks below intrinsic value), but it is difficult to actually do it, as the crowd is typically doing the opposite when the time to act arrives. This statement more than anything else motivated me to become an investor.
I really don't have any time-consuming hobbies, unless you count reading and spending time with my wife and daughter. I've always enjoyed a good walk, and I enjoy it even more now that I've given up trailing after a little white ball with a stick in my hand. I also enjoy a wide variety of movies and follow American football and basketball.
1. Performance of the portfolio 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 portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.