Eugene's Investment Style
Eugene firmly believes in a disciplined approach to asset management and that a properly allocated portfolio can perform better in any market than one in which the manager is only focused on picking the next best stock. He advocates that the positions should be acting for the greater good of the overall portfolio rather than acting independently of each other. He takes a top down approach when determining allocation by first assessing the overall market economy, the specific sector in question, the relevant competitors, and then lastly performs a technical analysis of the stock. By reviewing general trends, pricing spreads, dividends, and P/E, he determines whether or not the position will perform well. In addition to making proper portfolio allocations, Eugene's strategy includes holding a good percentage of cash to buy into down markets and hedging to offer protection against down side exposure.