Overview

Established practice in San Francisco, $21,000,000 AUM. I have 35 years of experience in this field and have outperformed the S&P 500 by 127% since 2001. We only buy stocks which report or forecast earnings in excess of analyst estimates and only the top 5% or so of those, and only stocks which are not overpriced by our calculation. We follow about 3,000 stocks and every quarter when earinings are released we sell those stocks which no longer qualify as a buy according to our formula and reinvest. We also offer market-neutral, tax-advantaged, high-yield, and hedged strategies. We will manage accounts on a performance fee only basis. We would like to partner with another firm that might benefit from our superior returns, allocate some assets to manage to increase our revenues, and develop a plan of succession. I will be 74 in 2024 with no current plans to retire, but our partner would eventually inherit our book. I would look forward to discussions with anyone who might find our firm of interest.

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