James Kostohryz Positions For 2012: 100% Cash The Only Way To Play This Market
This is the third piece in our Positioning for 2012 series. Readers can find the entire Positioning For 2012 series here.
James Kostohryz is a proprietary investor and trader. He also serves institutions as a portfolio consultant specializing in global investment strategy. James was formerly Global Strategist and Head of Global Equity Proprietary Trading for a major financial institution. Kostohryz graduated with honors from both Stanford University and Harvard Law School.
Seeking Alpha's Jonathan Liss recently spoke with James to find out how he planned to position clients in 2012 in light of his understanding of how a range of macro-economic and geopolitical trends were likely to unfold in the coming year.
Portfolio Construction Seeking Alpha (SA): How would you generally describe your investing style/philosophy? James Kostohryz (JK): My investment philosophy is highly unconventional within the investment world. My view is that for the vast majority of ordinary investors, beingComplete Story »