Bubble Proof

Description:

Absolute Return
85% Long-- equities to own and forget
15% Short-- active alpha
The stocks that comprise this portfolio contain holdings from personal, family, and Trust accounts.
Investing Influences: J. Grantham, Douglas L. Bridges, S. Klarman, B. Ritholtz, S. Druckenmiller & G. Soros.
Recommended reading: B. Ritholtz (a talented money manager) http://bigpicture.typepad.com
A piece about my father, written by Allan Sloan (originally appearing in Newsweek): http://www.iht.com/articles/2002/12/14/mcents14_ed3_.php#

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