Suggestions
Jason Bremer
Managing Director at United Capital Financial Advisers, LLC
Jason Bremer, CFA, is an investor with a strong focus on value-oriented fundamentalist principles. He emphasizes the importance of a probabilistic approach to decision-making, honing the investment process, and understanding where one might have a competitive edge. Jason believes in long-term investing, concentrating on competitive environments and business models over short-term market fluctuations. He stresses the significance of portfolio construction, asset allocation, and diversification for creating value through active management. Jason is passionate about finance, markets, continuous learning, and delving deep into topics. He values creativity in stretching beyond conventional approaches and takes his role as a fiduciary seriously. He identifies as a Myers Briggs ENTJ and draws inspiration from notable investors like Ray Dalio, Michael Mauboussin, and Seth Klarman.
