Although energy is his primary focus, Eric can offer his clients a wide range of exposure to varying commodity sectors across a broad range of risk tolerances. He is committed to bringing his clients through the learning curve of not just specific stocks, but also the macroeconomic trends of the entire industry.
Eric's career began with two separate equity research positions at Morgan Stanley and Bear Stearns while concurrently pursuing a double major in finance and international business from New York University's Stern School of Business. An astute student of Austrian economics and Benjamin Graham's value-based investment principles from an early age, the resource sector had always been a natural fit. Shortly after graduation, Eric began working on Global Resource's trading desk where he studied the subtleties of the thinly traded foreign exchanges. It was during this time that he found of particular interest the small cap Canadian O&G sector. This hobby blossomed into a passion and Eric's extensive research and valuations allowed Rick Rule to determine which companies in the sector should be consolidated, at a time when the industry had too many participants.
Eric found junior energy stocks to be a lucrative niche, helping his clients identify companies trading at a discount to their enterprise value in a range of varying commodity sectors. With a firm comprehension of the cyclical nature of the resource markets, Eric's contrarian mindset helps condition his clients to ignore the 'noise' inherent in such a volatile sector and allows them to see the tangible value behind a company. This strategy is supported by the belief that a successful contrarian investor must be an educated investor. He takes a concerted interest in the education of his clients and follows the investment strategies of Rick Rule very closely.