(Bloomberg) Ryan Melkonian says the strategy he developed for LTE Partners was shaped by a couple of experiences earlier in his career. First, from his perch at a New York family office in the 1990s, he saw how different asset classes outperformed at different times. “We invested in everything from equities to fixed income, to real estate, to private equity,” he says.
Then, as a portfolio manager at New York equities shop W.P. Stewart & Co. in the late ’90s, he saw stock valuations go to extremes before the tech bubble burst.
