I'm an investment strategist specializing in rules-based equity and ETF investing strategies, with particular emphasis on small-cap equities. I believe the most promising ideas are those that are off the beaten track, far from the glare of day-to-day investment headlines and that these can ... more

I'm an investment strategist specializing in rules-based equity and ETF investing strategies, with particular emphasis on small-cap equities. I believe the most promising ideas are those that are off the beaten track, far from the glare of day-to-day investment headlines and that these can best be found using screening and multi-factor ranking models. Analytic judgment is most likely to bear fruit when brought to bear on ideas that have been pre-qualified this way, ideas that are truly worth being looked at in the first place. I work with Portfolio123.com, a platform professional investors can use to develop and backtest stock screening and ranking strategies, to simulate real-world performance, and maintain portfolios based on the user’s rules. Through a partnership with Portfolio123 and Forbes, I edits the Forbes Low-Priced Stock Report, a newsletter that applies professional modeling and analysis to trade-able (i.e. non-pink-sheet) stocks priced below $10.00.