Practical analysis for investment professionals

James Stefurak, CFA

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James Stefurak, CFA, is the founder of Monarch Research, LLC, providing analysis for individual investors regarding alternative investments, including liquid alts, structured products, and inverse ETFs. For small businesses, Monarch focuses on financial solutions, including invoice factoring, and asset-based lending facilities. Previously, Stefurak was a managing partner at the private investment fund Brightwood Advisors. When not working, Stefurak moonlights as a chauffeur for his four children and their friends.

Author's Posts
Time for a Low-Cap Diet?

The emergence of "Godzilla caps" has endangered many "well-diversified" portfolios, making concentration risk much greater than it appears, says James Stefurak, CFA.

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