Apple, Berkshire, KKR: Equity Selection and Analysis – Buy Discipline

Randall Abramson presented his in-depth investment thesis on Apple (Nasdaq: AAPL), Berkshire (NYSE: BRK) and KKR (NYSE: KKR) at Best Ideas 2016.

Randall Abramson is President, CEO, and Portfolio Manager of Trapeze Asset Management Inc., a firm he co-founded in 1999 shortly after founding its affiliate broker dealer, Trapeze Capital Corp. Randall was named as one of Canada’s “Stock Market Superstars” in Bob Thompson’s book Stock Market Superstars: Secrets of Canada’s Top Stock Pickers: Insomniac Press, 2008. Trapeze’s separately managed accounts are long/short or long-only and mostly have an all-cap orientation as Trapeze selects securities which meet strict value criteria. Since 2009, Randall and his team have developed four proprietary methodologies: TVMTM, TRACTM, TECTM and TRIMTM which now provide Trapeze with a multi-pronged approach for stock selection, buy and sell signals, economic cycle changes and gauging extreme market sentiment respectively. Randall graduated with a Bachelor of Commerce from the University of Toronto in 1989 and began his career in investment banking with The Hathaway Corporation. From there, he specialized in Canadian and U.S. Equities as an analyst and portfolio manager at both Hodgson Roberton Laing Limited and Connor Clark & Co.

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