Fact Sheet

13-Mar-10

ryan8536

prior to co-founding Emerald Rock Advisors, I spent a year and a half working as an analyst for Wells Fargo Advisors in their Wealth Management Depart... more

Personal Website

ryan8536 has 1 follower

Real Name:

ryan larson

Location:

Washington, USA

Inception:

01-Oct-09

Ann. Return:

136.76%

Valuation:

$$$

Capitalization Bias:

Micro-Cap

Long/Short:

Long

Investor Type

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Investment Style

Buy companies when they are fundamentally cheap, growing sales and increasing margins. Only buy when there is a catalyst in the near-term future that will, in your estimation, push their stock price towards fair value.

How ryan8536 Got Started

I began investing at the end of my junior year in college.

Job Title:

n/a

Industry:

Investment Management

Investment Exp.:

1-5 years

Born:

1985

Education:

Brown University

Qualifications:

Passed CFA level II test, CAIA level II candidate, hold the Series 7, 63 and 65

Performance

	ryan8536	S&P 500
Return Since Inception	47.29 48.17
Month to Date Return	21.70 20.10	4.14
Last 3 Months Return	11.71 12.81	0.81
Last 12 Months Return	n/a n/a	50.25
Annualized Return	136.76 141.21	-2.12
Projected Alpha	100.11
Beta	1.36