San Diego, California, United States
Consistent record of outperforming benchmarks regardless of style. My skillsets include strong fundamental analysis, macroeconomics, and unusual quantitative skills. These tools are applicable within all sectors. Independently created an embedded expectations system in 1985, prior to the widespread acceptance of the concept by Wall Street. Established #1 performance record in the nation for 1, 3, and 5 year returns at Pacific Century Advisors in San Diego - a combination never duplicated by any firm. Hedge Fund in 1999 was also #1 in USA. The perfect position would be working with a small group of exceptionally dedicated people who are willing to work and make the sacrifices necessary to be at the top in the nation in terms of performance, and to maintain that level of excellence. Specialties: Exceptional knowledge in small cap, quantitative screening, and "embedded expectations" investing in multiple sectors with a particular expertise in healthcare. What is unusual is that I have helped create index beating results in both value and growth styles.
Consultant for IPO of closed-end growth of income fund. Hired to be Director of Research (post-IPO), the fund's focus was companies with consistent growth of dividends or distributions. Work included deep analysis of firms and sectors for inclusion in the fund. This included straight equities and MLP's.
Covered multiple sectors in equity accounts, with an emphasis on the healthcare sector. Managed SMIDcap core portfolios with the firm's founder growing AUM to $700 million from $250 million with benchmark beating results & low volatility before adding staff and growing to $2 billion. June 2000 - Feb 2011: Annualized return gross of fees = 9.5%, Russell 2000 = 5.8%, S&P 500 = 1.0%
Hired as a healthcare analyst. Followed healthcare and tech. Left the firm after our hedge fund was ranked #1 in the nation in 1999 with a 477% gain. Annualized Return net of fees Sep 1996 - Dec 1999 : 69.0% vs. Russell 2000 12.8%, S&P 500 = 27.1%
Co-managed portfolios involving equities, bonds & converts in all market cap ranges. Performance again beat all benchmarks for all periods. Annualized return net of fees 1995-1996: 25.7% vs. Russell 2000 = 22.5%, S&P 500 22.9%
Hired to start a smallcap equity fund for one of the first minority owned buyside firms in the nation. My results again exceeded the Russell 2000. This firm is unrelated to the Galleon in NY.