Our Background | Alsin Capital Management, Inc.

Arne Alsin, Portfolio Manager

Arne Alsin has been active in investment management since 1990. He received his Doctor of Jurisprudence degree from the University of Oregon School of Law in 1984. He has worked as an accountant with the international accounting firm KPMG Peat Marwick. In recent years, Arne has made numerous appearances as a guest on the CNBC, Bloomberg and Fox networks.

Arne has been quoted or featured in a number of different print media, such as the Wall Street Journal, Money magazine, Fortune, and Forbes, among others. He has written over 250 columns on investing for The Financial Times, TheStreet.com and Realmoney.com. Arne is an accomplished public speaker and has spoken on various investing issues for both private and public companies, including the Boeing Company, and has lectured at the University level.

Glenn Surowiec, Portfolio Manager

Before joining Alsin Capital Management, Inc. as an analyst and portfolio manager in 2001, Glenn Surowiec worked as a commodity structuring manager and as a credit analyst. He obtained a BA in Management (Accounting concentration) from Gettysburg College and an MBA (Finance concentration), with honors, from Southern Methodist University.

The mountain of cash piled up on the sidelines is earning tic-tac-sized yields. What will drive that cash back into the market? Envy. Over the next two or three years, as investors compare their cash yields — yields you can see only with a magnifying glass — to what others are making in the new bull market, they'll eventually buy back into stocks (at much higher prices).

The most interesting aspect of the mega-bear market just past was the wholesale dumping of smaller stocks. Perfectly viable companies — businesses that are certain to survive and thrive in the new cycle — were hurled overboard like so much rubbish. The hurlers will be flush with embarrassment in a few years, when they look back and realize they willingly chucked assets at 25 cents on the dollar.

Excerpt from Top 10 for 2009: Part 1,
By Arne Alsin
Published December 19, 2008

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