Olesen Capital Managmenta

MGMT Wealth is a financial advisory firm based in Bethlehem, PA, specializing in wealth management services for individuals and families. With a focus on personalized financial planning, MGMT Wealth helps clients navigate their financial goals and objectives. By offering tailored investment strategies and comprehensive financial guidance, MGMT Wealth aims to assist clients in building and preserving their wealth for the long term. With a commitment to transparency and client-centric service, MGMT Wealth strives to empower individuals to make informed decisions about their financial future. Generated from their business information

Morgan Stanley Smith Barney is a financial services firm based in Bethlehem, PA, specializing in wealth management and investment advisory services. With a focus on helping clients achieve their financial goals, the company offers a range of personalized solutions and expertise in navigating the complexities of the financial markets. Generated from their business information

Olesen Capital Management LLC, located in Bethlehem, PA, operates the O V F Olesen Value Fund L.P., a private investment pool managed by Christian Olesen. This fund adheres to a bottom-up fundamental value investing philosophy inspired by Warren Buffett and focuses primarily on equities, emphasizing neglected micro and small-cap securities, as well as contrarian and event-driven investments. With a highly focused portfolio of typically 10-20 investments, the fund prioritizes thorough research and analysis to uncover undervalued businesses with strong fundamentals. Olesen seeks long-term capital appreciation by leveraging market inefficiencies while maintaining a flexible, unconstrained investment approach across various market capitalizations and industries. Generated from the website