Interview discusses: Why he believes the current bull market still has room to run. Some of the factors Omega considers in determining position sizing. How Omega blends macroeconomics with fundamental investing. Which sectors of the equity market Omega currently finds to be attractive. Some of the factors Omega considers in determining when to exit a position. How Omega invests in this current unpredictable political environment. What geopolitical risks concern them. What is on Omega’s “bear market” checklist.
Biography:
Steve is Vice Chairman of Omega Advisors, Inc., a New York based long/short equity hedge fund. He joined Omega in 1999. Steve became a limited partner of Goldman, Sachs & Co. at the end of 1998. Before that, he was Goldman Sachs’ partner-in-charge of the Global Investment Research Department and Co-Chairman of the Investment Policy Committee.
The Boyar Value Group's mission is to search for value on behalf of our clients.
Since 1975, the Boyar family of companies has been relentlessly focused on discovering value for our clients. For more than four decades we have navigated through fads, gimmicks and market volatility. Utilizing value investing to try to create and preserve wealth has and always will be our sole focus. Our experienced team of analysts looks for diamonds in the rough, companies passed over by the rest of the investment community, but whose true value, in our opinion, significantly exceeds their current stock price. In essence, we are trying to buy a dollar for fifty cents.
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