Howard Hughes Holdings: The One Annual Meeting Worth Watching

Core Insights - The individual has extensive experience in the energy industry, having worked for 22 years in various roles including engineering, planning, and financial analysis [1] - The investment strategy focuses on long-term portfolio management, aiming to match the S&P 500 returns with lower volatility and higher income [1] - The approach to investing is opportunistic, seeking undervalued assets regardless of asset class, market cap, sector, or yield [1] Investment Strategy - The individual has been managing their own investment portfolio since 1998, achieving long-term goals [1] - A preference for long-term holdings is evident, with a tendency to sell only when there is a compelling reason [1] - The strategy emphasizes maximizing total return over time by purchasing assets when their price is low relative to intrinsic value [1]