Role of Macro

0 percent

Allocates to Other Managers

No

Risk Management

Net Exposure

65 percent

Hedging Technique

Shorting stock, hold cash, paired securities, options, move to cash

Maximum Leverage

Generally not used

Memorable Loss

1990

Risk Management

Low leverage; diversification; liquidity

Background Information

Initial Spark

Cumberland philosophy

Professional Background

Banking

Education

University of California, American Graduate School of International Management

Motivation/Satisfaction

Eclectic interests

Age

46

Free Time

Surfing, music