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mkoza's Public Page   February 13, 2012
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left curve   top ranked funds managed by mkoza right curve
   
Name Symbol  
Torrid Growth Fund TGF  
     
left curve  Forum Topics created by mkoza right curve
    Current rank: m100 M: m100
    Past ranks: Crown: m100 over 2 yearsCrown: m100 over 2 years5M: m100 for 5 months5M: m100 for 5 months5T: Top Ranked 5 times5T: Top Ranked 5 times5T: Top Ranked 5 times5T: Top Ranked 5 times5T: Top Ranked 5 timesT: Top RankedQ: Top QuartileQ: Top QuartileQ: Top QuartileQ: Top Quartile
   
Topic Posts Last message Views
[click here] 'Gulf of Mexico shelf driller unfairly beaten down in BP spill aftermath' 4 28 May 2010 77
[click here] 'RDN extremely oversold' 7 30 Sep 2008 157
[click here] 'Review - SF Money Show' 4 18 Aug 2008 93
[click here] 'WIN' 11 06 Jun 2007 155
[click here] 'SMTI, Forward PE=1' 7 15 Feb 2005 68
[click here] 'Olympic Steel (ZEUS)' 6 18 Jul 2004 61
[click here] 'PMACA Oversold?' 1 07 Nov 2003 34
[click here] 'Is there any value in KM?' 23 19 Aug 2002 114
     
left curve  manager profile right curve
   
ABOUT mkoza
Age: 50  Occupation: Civil Engineer 
Other Interests : CFA study     
     
   
HOW THE MANAGER INVESTS
WHAT IS YOUR INVESTING STRATEGY? (GROWTH, VALUE, TECHNICAL ANALYSIS, ETC.)
answer --> I am strictly a value investor, but all other things being equal I prefer to invest in companies that are growing their revenues and profits. I invest in a lot of turnaround/unattractive situations where I perceive the risk to be much less than the market does.
HOW DO YOU SELECT NEW COMPANIES FOR YOUR FUNDS?
answer --> I don't have a well-defined method for finding attractive investments. Newsletters and message boards give me ideas, but less than 10% of the stocks from even the best resources are suitable for investment. Some stocks fall within my radar due to significant drops in price and/or media coverage. Generally, the forward PE must be less than 10 or there must be significant potential resource, IP or liquidation value. SEC filings are always reviewed prior to committing funds.
HOW DO YOU DECIDE TO REMOVE A STOCK FROM YOUR FUNDS?
answer --> Price appreciation to the point where the stock is impacting asset allocation rules will often result in a reduction in holdings. Stocks will only be sold off completely if I believe they are approaching fair value or if I have to make room for a better prospect. In some cases negative events result in a significant reduction in my assessment of the fair value, resulting in a stock's removal from the fund.
     
left curve  about this manager profile right curve
    This is a profile for mkoza, a member at Marketocracy's website www.marketocracy.com. Each of the funds listed here began with $1 million in cash and a Net Asset Value (NAV) of $10 per share.

Marketocracy is the only financial website where you can simulate running your own mutual fund and accurately compare your investing skill to professionally managed mutual funds and other investors. At Marketocracy, you can manage a $1 million virtual portfolio and make trades in an environment that mirrors the trading activity of the real stock market. Our portfolio management tools help you discover your investing strengths and weaknesses and help you become a better investor. You can try different investment strategies and styles to see what works best for you in a virtual environment first, before you invest your real money. It's a great place to learn, and a great place to prove your talent.

If your track record turns out to be one of the best, you?ll receive special privileges on our website and the best of the best get paid. If you're serious about investing or want to become a better investor, you'll want to signup for a free basic membership and start running your own fund.

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    Who is Marketocracy?

Marketocracy Data Services is a research company whose mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity. The company?s affiliate, Marketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services.

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