Warren Hastings, Portfolio Manager

warren_hastings_bio

What do you like about working in the investment management business?

I particularly enjoy the dynamic nature of markets.  Wall Street continues to create opportunities for patient investors out of bad investment ideas and advice.

What part of your job do you like best and why?

Finding undervalued securities and buying them at attractive prices, because it is the most useful method I know to compound wealth.

What personal attributes make you good at your job?

Keeping an open mind and trying to find the common denominator in complex equations.

What’s your favorite way to spend free time?

I still like to go for a run, or waddle as age dictates, but my other passion is playing guitar.

What investment decision has been most challenging for you in your career?

The most difficult decision is minimizing tax consequences for long-term investments.

Career highlights:

After nearly 30 years in the business, it is difficult to pick any particular event.  However, I would say having the dry powder to take advantage of market opportunities in the years 1999-2000, and most recently in 2008-2009.

Education & Accreditation:

B.S. degree in Business/Finance from Oregon State University, 1983

Chartered Financial Analyst designation, 1987

Various post graduate continuing education programs/accreditations

Recommended Reading:

The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

by William N. Thorndike

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