Wanda Halpert is the President of Concord Business Plans. Since 1997, she has led teams of researchers and financial analysts in the preparation of over 500 advanced Business Plans for public and private companies.
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.
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.