It is important to start this article with the definition of Portfolio Management. It is “The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. In addition, portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk”.
SolomonRCAli.com agrees and we feel that the definition captures the real nature and essence of our idol Warren Buffett. Mr. Buffett is definitely not only a risk taker; he exudes a great deal of self-assurance in his investment skills and possesses a willingness to go along with his investment capital. Solomon RC Ali acknowledges that any serious investor would want to follow Buffett’s game plans because Buffett has repeatedly demonstrated that he is a master player in the game of Investing.
Everyone in the investment world knows that Buffett has and continues to make billions when he invests. An article from Forbes.com on “Decoding Buffett and Contrasting Carl Icahn” states that “the enormity of Buffett’s achievement is truly awesome” It further states that “many operators unconsciously are imitating the Buffett of 50 years ago. They are beating the bushes to identify undervalued and under-researched companies”.
Like Mr. Buffet, Mr. Ali and the investors who follow him place tremendous confidence in management and successfully running a company for the purpose of generating profits. A key strategy is to hold the position and never waiver. Undervalued companies sometimes come with challenges that require a great deal of patience and steadfastness in the beginning but can pay huge profits to the diligent. They may also require skilled consultants who can identify the strengths and use these strengths to foster relationships with established companies setting them on a path to exponential growth.
Several of the companies currently serviced by Solomon RC Ali have improved steadily over the past 7-10 years. He has consciously followed the investment path of a young Buffett and created profitable opportunities for the investors who follow him. The companies have also experienced a group of “long” dedicated investors who are supportive of their attempts at establishing vertical relationships that can take each from problem to profit.
Agustino Fontevecchia in his article “Going Long Billionaires”: says that Warren Buffett and others like Stephen Schwarzman, Carl Icahn, Daniel Och, and Phil Falcone have made billions in investing. He asks the question, “How would you do putting all your money with people who have made themselves billions in investing? Solomon RC Ali answers “the proof is in the pudding”.