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Biographies

 

Paul Johnson, CFA

Paul Johnson runs Nicusa Capital*, a private investment partnership which he started in January 2003. He uses his more than 20-years experience as a Securities Analyst and professor to manage his money and that of his investors for absolute capital appreciation.

Prior to founding Nicusa, Paul was a Managing Director in the Equity Research Department of Robertson Stephens. Paul has analyzed all sectors of the technology industry, ranging from semiconductors and mainframe computers to applications software. In addition, he has participated in more than 40 venture capital investments in his career.

As an Adjunct Professor of Finance at the Graduate School of Business, Columbia University, for the past 14 years, Paul has taught courses on securities analysis and value investing to more than 500 students.

He is co-author of the best-selling book "The Gorilla Game: Picking Winners in High Technology," which reached Business Week’s best seller list and which became the number one best-selling investment book on Amazon.com for several weeks in 1998.

Institutional Investor magazine, the Wall Street Journal, U.S. News & World Report, Smart Money, Red Herring magazine and Bloomberg have all ranked Paul as one of the top investment analysts in the country.

Paul has an MBA in Finance from the Executive Program at the Wharton School of the University of Pennsylvania and a B.A. in Economics from the University of California, Berkeley.

*Nicusa is named after Nicholas of Cusa, a fifteenth Century scholar and theologian who is considered by some historians to be the father of modern science. To quote author Paul Stratham, “Nicholas of Cusa operated in the real world of commerce and practical work, yet thought about philosophy.” -- Stratham, P., Mendeleyev’s Dream, (St. Martin’s Press, April 2001)


Michael Mauboussin

Michael J. Mauboussin

Michael Mauboussin joined the Legg Mason Funds Management, Inc. in March 2004 as a senior vice president and chief investment strategist. Prior to joining Legg Mason, Michael was a managing director and chief U.S. investment strategist at Credit Suisse First Boston in New York City. He was also a member of the firm’s Research Review Committee.

Mauboussin authored the forthcoming "More Than You Know : Finding Financial Wisdom in Unconventional Places", a compendium of essays on investing, corporate strategy and human behavior.  Mauboussin co-authored, with Alfred Rappaport, Expectations Investing: Reading Stock Prices for Better Returns, published by Harvard Business School Press. He is also an adjunct professor of finance at Columbia Graduate School of Business, and has been for the past eleven years. In 2001, BusinessWeek’s Guide to the Best Business Schools highlighted Michael as one of the school’s “Outstanding Faculty,” a distinction received by only seven professors.

Mauboussin joined CSFB in 1992 as an analyst following the packaged food industry. He is the former President of the Consumer Analyst Group of New York and was repeatedly named to Institutional Investor's All-America research team and the Wall Street Journal All-Star survey in the food industry category.

Mauboussin received a B.A. in government from Georgetown University. He is also on the Board of Trustees at the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory.


 

This page was last updated on 03/18/08.