Manage Long Term portfolios based on the principles of Value investing'​ in order to achieve long-term wealth creation with reduced volatility. Family accounts are actively managed.Portfolios are held in both tax and non-tax accounts.Accounts include investments that are a 'go anywhere'​ invest in 'anything type' Holdings include those based in the US, Europe, Asia, Australia & Asia.Utilize credit based strategies in order to hedge market risk.

Performed value investment decision making process to value orientated investments Provided investment ideas to portfolio manager based on the value approach of investing Kottke Trading actively manages the Black Swan Long/Short Hedge Fund

Conceptualized and produced various published market research projects based on current industry trends and disciplined investment principlesCompiled daily news stories on a plethora of property holdings and produced a comprehensive write-up for the firm's daily published BullMarket Report (BMR)Instrumental in conducting research and producing editorial work for the firm's other online properties, which included FindProfit, InsiderScore and TickerSpyConceptualized and produced the daily Yahoo Finance Market Wrap on behalf of Indie Research Conducted performance analysis for specific market segmentsCompared business strategies, product offerings and financial analysis for market segment reviews

Conducted equity research on behalf of the fund manager Developed a quarterly newsletter for the "Iron Horse Hedge Fund"