Rick
About Me
I have been a portfolio manager of institutional portfolios for 30 years. My current interests focus on separately managed accounts for individuals as well as portfolio selection for unit investment trusts. I am a Chartered Financial Analyst as well as a Certified Financial Planner. My greatest joy outside of my family is training young people to become better research analysts, portfolio managers and financial planners.
Interests
- Continuous learning
- mentoring of young people in value investing
- sailing and the sea
- wonderful wines.
My Blogs |
Team Members |
| Value Discipline | |
|---|---|
| Reflections on Value Investing | Jeff Max Olson Lincoln Minor Arpit Ranka Ross Morgan Miguel Joe Koster Dang Le Shai Dardashti Dah Hui Lau Nnejad |