Investment Strategy & Analysis, LLC

San Francisco, United States

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Description

Specialties

Business and investment consulting

Litigation support

Expert witness services

Complex damages calculations

Hedge fund manager due diligence

Stock investment due diligence and evaluation

Private equity investment due diligence

Portfolio hedging with futures or options

Investigation of fraud and financial misrepresentation

Business valuation

Meet the Manager

Martin Dirks.

Manager

Martin Dirks is the former portfolio manager of a long/​short public technology stock portfolio for Harvard University’s endowment. His portfolio grew from $ 110 million to $ 870 million in five and one-​half years, an average unleveraged annual return on investment of 43% per year. In addition, he has been an analyst/​portfolio manager for a $ 1 billion short-​only hedge fund.

Currently Mr. Dirks is a consultant on strategy to Bay Area corporations and on investment and risk management-​related matters primarily to investment funds and law firms, for whom expert witness services are also provided. He is highly skilled and experienced in expert analysis, presentation development and expert testimony.

He is an adjunct professor of finance for the MBA program at Golden Gate University in San Francisco.