Senior Investment Executive with expertise in a broad range of investing styles in various economic and market cycles. Strong track record of performance in risk management, yield improvement and profitability. Highly skilled at integrating long only and hedge fund investment strategies to create a ...
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Senior Investment Executive with expertise in a broad range of investing styles in various economic and market cycles. Strong track record of performance in risk management, yield improvement and profitability. Highly skilled at integrating long only and hedge fund investment strategies to create a unique perspective in analyzing single stock movements and overall portfolio return and attribution. Able to effectively collaborate with all stakeholders to achieve goals and maximize profitability.
Selected Achievements include:
* Achieved positive Mutual Fund returns over 7 consecutive years.
* Seeking Alpha Investment recommendations generated annualized return of 85% annually.
* Restructured 3 Mutual Funds from bottom to top decile in under 1 year.
* Achieved 5 Star Ratings on 50% of managed Funds.
* Market Neutral Fund averaged 13% per annum, with volatility in single digits.
* Created time proven Quantitative stock selection model.
* Appeared as frequent guest on CNBC, Bloomberg TV, and Fox Business.
* Weekly commentator on CNBC Closing Bell for 3 years.
* Featured on cover of Barron’s, Forbes, Wall Street Transcript, Money, Business Week, MarketWatch, Morningstar, & Kiplinger's.
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