Managing four global allocation portfolios at GFG Capital with assets over $1 billion. Managed the Stetson University endowment as a trustee and equity/fixed income analyst. Small Cap analyst at KCM Asset Management, a long short hedge fund.
Diversity as a Hedge
International program management and logistics professional with extensive experience in the Middle East, Latin America, and Pacific. LinkedIn: www.linkedin.com/in/jausterman/ Twitter: @JohnAusterman
I invest in companies with strong fundamentals which are also significantly undervalued, presenting a good margin of safety. I write extensively about my ideas and investment strategies on my blog at Soberstocks.com
Core holdings in dividend paying retirement homes and other health care related stocks catering to seniors. Still dabble in speculative small caps but very careful to avoid the all to common P&Ds. On other sites I'm krill or ledrog.