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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Focused on creating a margin of safety and holding for the long term. Top holds: $DANG $SOL $PGH $GALE $WTSL Follow me on Twitter. Portfolio YTD return: -20% In buying mode, I love value! Avg. into positions and getting diversified!