Managing four global allocation portfolios at GFG Capital with assets over $1 billion. Managed a portion of the Stetson University endowment as a trustee and equity/fixed income analyst. Small Cap analyst KCM.
The Arbor Asset Allocation Model Portfolio (AAAMP) is my personal portfolio, which I share with my value investing subscribers. Portfolio management is as much about controlling losses as it is making money.
Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.