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Investment Adviser
Stone Fox Capital
Financial Services,Stone Fox Capital
- Education University of Tulsa
- Qualifications BS, BA, CPA
- Investment Experience 15 years
- Founded 2010
Opportunistic Arbitrage
Opportunistic Arbitrage is a long/short investment strategy that seeks to take advantage of potential upside in small-and-mid-cap stocks.
It also uses short positions in an effort to hedge the account and to avoid selling long positions that may otherwise lead to substantial capital gains taxes.
The strategy seeks to buy stocks with strong fundamentals that appear to be poised for growth, but may have been overlooked by institutional investors.
It also uses short positions in an effort to hedge the account and to avoid selling long positions that may otherwise lead to substantial capital gains taxes.
The strategy seeks to buy stocks with strong fundamentals that appear to be poised for growth, but may have been overlooked by institutional investors.
Mark pick stocks based on a detailed fundamental analysis of a company’s business and overall financial strength. He will seek to invest when he believes a company trades for a low valuation and has high potential for upside.
Mark uses technical analysis to help time his purchasing and selling decisions in an effort to limit downside risk. Mark adds leverage when he believes that he can find favorable stock values. The strategy will invest in both U.S. companies and foreign companies that trade on U.S. exchanges in the form of American Depositary Receipts.
Mark uses technical analysis to help time his purchasing and selling decisions in an effort to limit downside risk. Mark adds leverage when he believes that he can find favorable stock values. The strategy will invest in both U.S. companies and foreign companies that trade on U.S. exchanges in the form of American Depositary Receipts.
Mark first studies overall market trends and themes. He then attempts to find what he thinks are the most appropriate individual stocks.
He typically invests in stocks that he believes are trading below their long-term growth prospects.
Mark studies quarterly reports, analyst research reports and listens to conference calls to learn as much as possible about his potential investments. He also performs similar research on a company’s peers, in an effort to understand competitive strengths and weaknesses.
He typically invests in stocks that he believes are trading below their long-term growth prospects.
Mark studies quarterly reports, analyst research reports and listens to conference calls to learn as much as possible about his potential investments. He also performs similar research on a company’s peers, in an effort to understand competitive strengths and weaknesses.
Mark will typically hold 15 to 20 positions. He typically does not allow any single holding to represent more than 10% of the portfolio.
He purposely attempts to limit the number of holdings in an effort to own only stocks that he believes have strong potential upside.
When using leverage, the number of positions may exceed 20 positions.
He purposely attempts to limit the number of holdings in an effort to own only stocks that he believes have strong potential upside.
When using leverage, the number of positions may exceed 20 positions.
Stocks are typically sold if they meet pre-determined price targets. A position may also be reduced or sold if it becomes larger than 10% of the portfolio.
Mark also will sell positions positions when he believes a fundamental investment thesis is no longer working or when he believes the market may be poised for a correction.
He also uses technical analysis to determine when the market might be signaling a change in a company’s prospects that the fundamentals might not yet reflect.
Mark also will sell positions positions when he believes a fundamental investment thesis is no longer working or when he believes the market may be poised for a correction.
He also uses technical analysis to determine when the market might be signaling a change in a company’s prospects that the fundamentals might not yet reflect.
None.
Model commentary
WellPoint and Hartford Financial delivered in April
22 May 2013
Here's how the Net Payout Yields portfolio performed.
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