Vitaliy Katsenelson

Who is Vitaliy Katsenelson?

Vitaliy Katsenelson is Chief Investment Officer at Investment Management Associates in Denver. He is an author of The Little Book of Sideways Markets and Active Value Investing: Making Money in Range-Bound Markets. Katsenelson often holds contrarian views that are ahead of his time but that with the passage of time turn into mainstream views:

The Chinese real estate bubble: In articles that appeared in Foreign Policy magazine, The Christian Science Monitor, Institutional Investor magazine, and in presentations around the world, including at the Johns Hopkins University / Applied Physics Laboratory Rethinking Seminar Series, and in Chapter 15 of The Little Book of Sideways Markets, Katsenelson has argued that the Chinese economy is in the midst of an overcapacity bubble of enormous proportions.

Sideways markets: In 2007, in Active Value Investing: Making Money in Range-Bound Markets, Katsenelson argued that the US stock market will be range-bound for another decade.