Better.  Smarter.  More Profitable.

I created Blue Harbinger to help you identify exceptional investment opportunities. You can read more about me and what I offer, below…

My Background:

Prior to Blue Harbinger, I managed multi-billion dollar institutional investment portfolios for a private pension fund and for a large bank in Chicago. I hold a BS in Finance from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago, Booth School of Business. Throughout my career, I have been laser focused on building top quality investment portfolios, as well as fighting back against Wall Street’s hidden fees and conflicts of interest.

Investment Portfolio Management:

Currently, I manage investment portfolios for institutions and individuals through Left Brain Capital, a firm founded by my old MBA classmate at the University of Chicago. Specifically, I contribute investment research and portfolio management services to the Left Brain Capital Appreciation Fund (a private, limited partnership, launched in 2016). I also manage custom separate accounts for individual investors on a fee-only fiduciary basis. To request more information from me about investment portfolio management services, please use this form.

The Value & Income Forum:

If you are a self-directed investor, I share and discuss investment ideas within The Value & Income Forum. As the name implies, the service is geared mainly towards value and income investors, and often focuses on:

  • Safe big-dividend REITs trading at attractive prices.
  • Little known high-income preferred stocks.
  • Conservative income-generating options trades.
  • Compelling high-income bonds.
  • Attractively priced high-distribution BDCs.
  • High-Income CEFs trading at discounted prices.

I also share some attractive capital appreciation ideas within The Value and Income Forum. The objective of the service is simply to help you identify exceptional investment opportunities. The members of the service tend to be retired (or soon to be retired) investors focused on safe high income investments. You can learn more here.

Based in Naperville, Illinois:

I am based out of Naperville, Illinois (a suburb, about 35-miles west of Chicago). Naperville is my hometown, and it is also the headquarters for Left Brain Capital. The picture on the header of this page is the beautiful Downtown Naperville Riverwalk (I took this picture in 2015 with the panoramic setting on my iPhone). Conveniently, I also edit a weekly investment report (called “Stock Exchange”) for another Naperville-based investment manager, Jeff Miller, President and Portfolio Manager at NewArc Investments (you can reference that weekly report here). Also, if you’re ever in the Naperville area, I’m happy to meet you at a local coffeehouse to discuss investments. Contact Form.

The Blue Harbinger Name and Logo:

“Blue” is a reference to blue chips stocks—companies that have the ability to be profitable in good times and bad. “Harbinger” is anything that announces (and often foreshadows) a future event. For example, when a company is well-run, generates healthy cash flows, and trades at an attractive valuation—that’s often a harbinger of strong future stock price performance. The Blue Harbinger logo is a blue chip. The four leaf clover design on the logo is actually two betas. If you’ve ever studied finance in school, you know beta is a measure of market risk exposure. The other beta is for “B” in Blue, and there is a small “H” (at the bottom) for “Harbinger.” The alpha (in the middle of the logo) is the finance symbol representing market outperformance.

Admiration:

I admire Benjamin Graham, Eugene Fama, Jack Bogle, and a small group of private investors and traders. I admire Benjamin Graham, Warren Buffett's mentor, for his intelligent, common sense valuation techniques. I admire Nobel laureate Eugene Fama because his analytical work on risk factor exposures and modern portfolio theory continues to be an excellent guidepost for me when assessing stock market performance. I admire Jack Bogle, the founder of the Vanguard Group, for driving down investment costs for individual investors through the use of index funds. And lastly, I’ve been influenced by a small group of private investors, traders and business owners that have demonstrated to me that you can create the working environment you want, and have a job that you truly enjoy.

Quotes:

 

“The time to buy is when there's blood in the streets.”

-Baron Rothschild, an 18th century British nobleman and member of the Rothschild banking family.

 

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”

-Benjamin Graham

 

“Every battle is won before it is ever fought.”

-Sun Tzu, The Art of War

 

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

-Warren Buffett

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