RAMPF - SA Interview: Focusing On The Numbers Not Just The Story With Peter Kaye
Feature interview
Peter Kaye is an analyst at an investment advisor with >$1B AUM. He has completed all three levels of the CFA program. He primarily focuses on value and GARP strategies. We emailed with Peter about how to take advantage of a deal break and mispricing when investors write off an entire country as well as how (and why) investors can “shadow” a hedge fund manager’s portfolio.
Seeking Alpha: Can you discuss how (and why) investors can incorporate actual numbers into their investing rather than solely qualitative arguments? Can you give an example?
Peter