Framework Investing co-founder, Erik Kobayashi-Solomon, and his team have developed a stepwise program that transforms engaged investors into institutional-caliber investment managers.Sign Up for a LIVE DEMO
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Framework’s program teaches you the market and behavioral, valuation, investment structuring and portfolio management skills used by institutional money managers. Our mentoring and community of like-minded investors helps you put those skills into practice.
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Gain access to Framework Investing’s FREE and timely, proprietary investment research and commentary
Framework Investing’s Coursework teaches basic market understanding, valuation and advanced investment structuring
Become expert through practice and MENTORING from Framework Investing Principals and Community
Make more sound investment decisions by understanding your own motives and biases as well as those of other important market participants.
Learn a proven, focused and repeatable investment valuation and analysis process that teaches you the 3 Key Drivers of Durable Company Value and how to apply those drivers.
Create unique investing strategies using stock, cash and options that generate income, protect gains and boost growth.
Learn portfolio design and management skills that teach you the basics of setting asset allocation strategy, position sizing and how to revalue individual positions as new data becomes available. Better results are achieved by tracking performance and new data inside a robust investment decision-making framework.
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Built on nearly 20 years of Wall St., Capital Markets and Hedge Fund investment analysis and strategy development experience, Framework Investing’s mission is to bring institutional investment methodologies to highly engaged investors of all types.
Competence comes from gaining new skills and/or improving the skills you have. As investors, we believe we understand the markets, valuation and maybe even option strategies. Framework Investing’s curriculum is designed to push your skills in these areas toward the caliber of an institutional money manager.
Confidence comes from your improved competence and Framework Investing’s ongoing support network. Becoming confident enough to design and implement your own investing strategies takes a place to practice, like Framework Investing’s research, webinars and community, and a bit of mentoring from someone more deeply experienced, like Framework Investing’s principals.
Framework Investing knows that education is nothing without results. The first change you will notice is your development of and reliance on a disciplined, thoughtful process to evaluate investments and create strategies. This will change how you look at investing and how you work with other people to invest. The second change will come as your process improves your returns.
Framework Investing’s valuation and investment strategy more than doubled the S&P500’s return for the same period and almost tripled returns vs. an ORCL shareholder! Framework Investing did this while taking LESS total capital risk. This is the benefit of learning and applying asymmetric value investment strategies.
Rolling over each dot below shows Framework’s investment in ORCL at that time.
End June 2013
Framework Investing values ORCL in a range between $37 and $49/share. Price = $31 vs. Value = $41 (Framework Investing’s likely fair value estimate).
End June, Beginning July, 2013
1. SELL $30 PUTS expiring Aug ’13. BUY $37 CALLS expiring Jan ’15.
2. BUY 200 Shares ORCL at $30/share. SELL $30 PUTS expiring Aug ‘13. BUY $20 CALLS expiring Jan ’15.
August 2013 PUTS expire worthless, Framework Investing kept the option premium paid to it.
Framework Investing closes our Jan ’15 CALLS at 10x our investment per share.
Framework Investing closes our CALLS at just over 2x our investment per share.
SELL $39 PUTS expiring Jan ‘14 for $1.90/share in premium realized.
SELL $37 PUTS expiring Jan ’16 for $3.30/share in premium received.
Framework Investing Position – 200 Shares (no leverage); potential exposure to 200 more shares through open Oct 2015 PUTS.
Erik’s broad range of expertise in investments is built from his nearly 20 years on the sell-side, buy-side, and in third-party research and analysis.
Erik has been invited to speak at distinguished universities such as the University of Chicago’s Booth School of Business and Northwestern University’s Kellogg School of Management as well as to influential industry groups such as the New York Society of Securities Analysts (NYSSA) and at the Value-X Investor Conference.
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