Mark Harold Bergsohn

Functions as a College/University

Eastern Avenue is an active, value investor which seeks to generate successful outcomes over long-term investment horizons. The firm employs top-down asset allocation process. Their investment selection centers on identifying companies that meet the firm’s business, industry and valuation criteria. Examination is both qualitative and quantitative, emphasizing the probability of gain, how returns are generated and potential loss.

IOC employs fundamental analysis of the US economy, the global economy, and specific securities to provide investment advice and manage client assets. The firm typically invests the assets of such clients in equity securities of individual companies, equity options, exchange-traded funds, laddered portfolios of individual bonds, bond funds and private investments.