Core holdings in health care stocks catering to seniors. Dabble in speculative small caps but very careful to avoid the all to common P&Ds. Industry hacks will tell you to ignore me, they don't like me giving away their games.
Founder and managing member of Eyquem Investment Management LLC, and portfolio manager of Eyquem Fund LP. Editor of Greenbackd.com and co-author of Quantitative Value (Wiley, 2012): http://trunc.it/m4fka.