I am seasoned investor with more than 20 years of investment experience, specializing in identifying companies that have the potential to consistently outperform the broader market. My investment journey begin pre-2008 and I have experienced multiple market cycles, allowing me to develop a disciplined framework that combines both fundamental analysis and macroeconomic factors. I am generally sector and asset class agnostic. I believe that value and alpha can be found across the markets. However, I tend to f ...