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.
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Pragmatic,unemotional evaluation and assessment of sectors,commodities and equities.I apply macro-geopolitical trends,market psychology and technical analysis to connect the dots and identify near and future catalysts.