Jason Bond

About Jason Bond

Helping Serious Investors Compound Wealth with Low-Risk Microcap Value…

Experience

1. Managing Partner

   Boole Microcap Fund

   Jun 2020 — Present

   We use a quantitative deep value investment strategy focused on microcap stocks – companies with market caps under $500 million. • Historical outperformance of micro caps: http://boolefund.com/best-performers-microcap-stocks/ • Each stock is ranked on five measures of cheapness — low EV/EBITDA, low P/E, low P/B, low P/CF, and low P/S. • Next, each stock is ranked on improving fundamentals, and also on high shareholder yield, high insider ownership, insider buying, high ROE, low debt, and relative strength. • Then we examine the financial statements of each company and make adjustments based on any non-recurring items or hidden liabilities. We re-rank the stocks on every measure using the updated data. • Finally, each stock receives a combined score based on the rankings. • There are roughly 10-20 positions in the portfolio. The size of each position is determined by its rank. Typically the largest position is 15-20%(at cost), while the average position is 8-10%(at cost). • Positions are held for 3 to 5 years unless a stock approaches intrinsic value sooner or an error has been discovered. • The mission of the Boole Microcap Fund is to outperform the S&P 500 Index by at least 8% per year (net of fees) over 5-year periods. We also aim to outpace the Russell Microcap Index by at least 2% per year (net).

Skills

• Market Analysis
• Equity Research
• Private Equity
• Credit Analysis
• Asset Managment
• Strategy
• Equities
• Valuation
• Financial Modeling
• Investments
• Asset Management