About
- Education
- BS Finance (in progress), SUNY Brockport
- Activities
- Member, university investment club
Wade Investment Fund (student-managed fund course) - Wade Fund
- In that course I help run a portfolio of about $150K that regularly beats its benchmark. Tracker and holdings
- Focus
- Equity research, valuation, forensic short screening, technical analysis, position sizing
- Desk
- Directs a 4-analyst AI research desk (Screener, Graham, Wick, Ledger)
Analysts
| Analyst | Job | Output |
|---|---|---|
| Screener | Forensic short screen | Daily short screen, risk sections |
| Graham | Valuation | Valuation, call, thesis |
| Wick | Technicals | Charts, key levels |
| Ledger | Sizing, journal, reports | Sizing, trading journal, reports |
The analysts are AI research assistants. I direct the desk and make the final decisions.