Providing Professional Money Management Services
Looking To Create a Successful Financial Future for BullBear Clients
Professional Investment Management and Advice
The Firm:
BullBear Investment Management, LLC is a Registered Investment Advisor that specializes in the management of private stock portfolios offered to individuals, trusts, and institutions, giving each account the personal attention of a professional investment analyst.
Investment Philosophy:
Our company's philosophy is that superior portfolio returns are best earned by investing in a diversified portfolio of companies likely to experience superior long-term growth.
The selection of companies is based on our rigorous evaluation of company financials, as well as our subjective evaluation of opportunities for profitable growth available to each company.
BullBear's disciplined approach to valuation aims to determine an investment's intrinsic value, then to purchase securities at a discount and sell at a premium to this intrinsic value. The company's overall strategy aims to protect and grow wealth in both bull and bear markets.
Investing involves the risk of loss of principal. Past performance does not guarantee future results, and some investments may not be suitable for certain investors.
Professional Biography:
Portfolio manager Ronald T. Theda graduated Magna Cum Laude from UCLA in 1993 and in the top third of his class from USC Law School in 1997.
Ronald has held the Chartered Financial Analyst (CFA) designation since 2005, widely respected in the financial world as the designation of choice for mutual fund investment portfolio managers and Wall Street stock analysts.
The CFA designation included passing all three levels of the CFA examination, a rigorous three-year process. In addition, he was a stock analyst with a mid-sized Los Angeles area wealth management firm, under the guidance of a former portfolio manager with Trust Company of the West.
Ronald also practiced law, with a partial focus on securities fraud litigation, as well as general liability, before embarking on a career in securities analysis and management.
He has over nineteen years of investment experience and has been a Registered Investment Advisor since 2006.