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.
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