Christopher Versace is the Chief Investment Officer of Tematica Research. As the Chief Investment Officer of Tematica, Mr. Versace is editor in chief of the Tematica Investing and Tematica Pro, as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA’s and ...
moreChristopher Versace is the Chief Investment Officer of Tematica Research. As the Chief Investment Officer of Tematica, Mr. Versace is editor in chief of the Tematica Investing and Tematica Pro, as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA’s and Money-Managers around the world, as well as many in the Financial Media.
Chris is featured columnist to TheStreet.com as well as a contributor to FoxBusiness.com and Forbes.com. He has been a frequent guest on TV programs including Money with Melissa Francis, the Charles Payne Show and Cavuto on Business, all on the Fox Business Network. He is also a regular guest on national and local radio shows, including KSRO’s Sonoma County’s Morning News with Melanie Morgan, America’s Morning News, The Sam Sorbo Show, Live with Andy Parks, and others. He is a frequent speaker at The Money Show, and the American Association of Individual Investors and has facilitated a number of panels featuring publicly traded companies.
At the start of his career, Mr. Versace spent 13 years in the equity research departments of Salomon Brothers; Donaldson, Lufkin & Jenrette and Friedman Billings Ramsey (FBR). At these institutions, Mr. Versace analyzed the wireless, display and machinery/ capital goods as well as homebuilding/building product industries to bring clarity, understanding and returns for both domestic and foreign mutual funds, hedge funds, and other institutional investors.
Mr. Versace is the co-author of the book Cocktail Investing: Distilling Everyday Noise into Clear Investment Signals for Better Returns from Wiley.
At Tematica Research, we see Investment themes at work and at play every day in the economy oftentimes across industries and categories and other aspects of day to day life. It is the opposite of the typical Wall Street approach to research, which oftentimes overly focuses on a single industry at a time and results in missed opportunities. These themes are identified by looking at the intersection of shifting economics, demographics, psychographics, technologies, mixed in with regulatory mandates and other forces. In other words, looking at the real world that companies are operating in! Some businesses will adapt, while others will leap frog ahead riding these thematic tailwinds to profits and significant share price movements, and sadly there will be those left floundering too. For every Apple, there is a Palm and Blackberry. For every Facebook . . . a MySpace or Friendster. For every Netflix, theres a Blockbuster. The list goes on and on, even in non-technology categories. By examining these thematic tailwinds, our goal is to identify mispriced securities relative to the business opportunities ahead and avoid those that are overly valued and or staring down the barrel of significant headwinds.
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