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Tim Travis joins Diverse Financial as managing director and portfolio manager


Diverse Financial has formed a joint venture with veteran deep value manager and portfolio asset manager Tim Travis and T&T Capital Management.

Travis joins the Diverse Financial investment advisory group as the managing director and the firm’s portfolio manager.
Travis uses many of the same value-investing methodologies employed by the likes of Warren Buffett, Benjamin Graham and Bruce Berkowitz where he attempts to buy businesses at deep discounts to intrinsic value. Travis hand-selects each and every security in clients’ portfolios based on maximising risk-adjusted returns. This approach is also combined with strategies such as covered calls, cash secured puts and distressed investing, which can potentially generate positive returns even in much more volatile market conditions.
“The addition of Tim Travis to our management team, with his proven track record of outperforming the market and exceeding client expectations, provides Diverse Financial with one more powerful asset to start 2014. His strategies will be used with our client’s managed Investment accounts,” says Roy Dekel, chief executive.

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