Focused on creating a margin of safety and holding for the long term. Top holds: $GALE $AVNR $DANG $SOL $NQ Follow me on Twitter! Portfolio YTD return: 2% In buying mode, I love value! Averaging into positions and getting diversified!
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.