Posts Tagged ‘ULTA’
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Banging the Table on ULTA
Posted by Leigh Drogen on April 9th, 2010 at 1:31 pm, Comments: 0 -
Momentum Book Update
Posted by Leigh Drogen on January 30th, 2010 at 2:19 pm, Comments: 0Another week of schellacking for long only strategies. The market took a bath this week, led by materials and tech, which until Thursday morning made up about 2/3 of my portfolio. I was playing buy the dip, it obviously didn’t work. My cash position at the open on Thursday was south of 5%, I loaded [...]
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Leigh Drogen is the founder and chief investment officer of Surfview Capital, LLC, a New York based investment management firm employing an intermediate term long/short momentum strategy. More »
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