Author: Alan Hartley, CFA

Alan Hartley, CFA is Chief Investment Officer for Black Cypress. He has been in the investment field since 2004. Alan’s career started with a research associate position at Ergates Capital, a long/short hedge fund. Alan next joined Morningstar as a generalist equity analyst where he covered thirteen different industries and was promoted to the IPO team. Alan then managed $50 million in assets on the behalf of six different investment advisors. Alan launched Black Cypress in the midst of the 2008 and 2009 recession, with an account of $400,000. The firm now manages over $58 million. Alan is also an Investment Committee Board Member for the University of North Florida (UNF) Foundation Endowment. Alan writes articles for Morningstar, Seeking Alpha, and other syndicated publications. He graduated from UNF summa cum laude and received a B.B.A. in Finance. He has also earned the right to display the CFA designation. Alan lives with his wife and their dog in downtown Charleston, SC. He enjoys surfing, golfing, and hiking.

2018 Aug 142018 Aug 15Commentary Log

A Reason to Sell

Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.

2018 Apr 042018 Apr 23Commentary Log

Despite the U.S.-China Trade Dispute, We’re (Still) Positive Stocks

We aren’t selling stocks today. We’re buying more–because we trust our process and the drivers behind it.

2018 Jan 232018 Jan 23Commentary Log

Stock Markets Presently Offer Short-term Gains, and Long-term Pain

While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.