Sean D. Emory is CIO and Founder of Avory & Co. Author of TheMarketMeter.com. He managed the Stetson University endowment as 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.