Professionally Managed Asbury Research Investment Ideas
As most of you know, since 2005 Asbury Research has been focused on providing actionable research and trade ideas to investing professionals. My career actually began long before that, on the trading floor of the Chicago futures exchanges, selling my proprietary trading levels to other floor traders who learned to trust my analysis and market forecasting ability.
From those early days my clients were all professional traders and, after launching Asbury Research in 2005, many hedge funds and investment advisors were added to that growing list. Our regular subscribers know that what we do is squarely aimed at those that trade or manage money for a living, and have the time and knowledge to sculpt our ideas into a functioning portfolio. This is what I am good at, and I have been fortunate to be able to make a living doing what I love.
However, over the past several years I have been getting invited to speak at more and more investor conferences, many of these geared towards individual investors. I have really come to enjoy getting in front of people and talking about the markets and my own analysis and methodologies in particular. And, to my surprise, my work has become extremely popular with the individual investor. It seems that this is an under-served group for good, professional research, and I accidentally stepped right into that void.
In addition, whenever I would finish a speaking engagement, there was always a small group of participants waiting to ask me if I manage money for others. I would answer that I didn’t, and would try to point them in the direction of one of the financial advisors that were Asbury Research subscribers. Around that same time, a mutual acquaintance introduced me to a portfolio manager that is a Chartered Market Technician (CMT) like me, but also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), that runs a successful advisory firm near my offices. We became friends and, over time, started talking about this missing piece of the puzzle for me. That is, how could I help these investors in their 50’s and 60’s, who were attending my webinars and seminars, grow their accounts with Asbury Research investment ideas, but within a structured portfolio that met their individual investment goals and personal risk tolerance.
My new friend, Ken Tomko, started me thinking about how we would construct and manage portfolios for that specific investor — those nearing retirement that want the growth of a stock portfolio, but with very tight risk parameters. We have been collaborating on just such a portfolio for the past 18 months and are very excited about the results. To that end, and with a lot of discussion, planning and preparation behind us, I am proud to introduce Asbury Investment Management LLC.
Using my research as an idea generator, which is what I do for Asbury Research, and Ken’s experience as a portfolio manager, we are combining our skills to find investment opportunities with exceptional risk/reward characteristics, and then managing those ideas within a diversified portfolio of other Asbury Research-driven investment opportunities.
I’m sure I will receive many questions in the coming days, and we have far more information than I could provide here, so please contact me via phone or email, or visit our new website, http://www.asburyinvest.com/.
John Kosar, CMT
Chief Market Strategist