Honey Badger Advisors
Independent. Unbiased. Fierce. Fiduciary
My name is Bozidar Jovanovic and I am the founder and Chief Investment Officer of Honey Badger Advisors. I started my career in finance and investing in 1998, as a newly minted physics PhD – becoming what is commonly referred to as “quant”.
Over the years I built investment strategies for traditional long only funds and for hedge funds and spent majority of my time managing portfolios with multiple assets. Portfolios that contain similar building blocks as the one you likely have, but with more consistent outcomes.
I became Chief Portfolio Strategist for a private bank, overseeing investments for individual investors, families, institutions and corporate pension plans (totaling $3Bln).
I noticed that portfolios of many investors, even those with millions in assets, were built in a haphazard way and not living up to the expectations. Sometimes this is due to the investment organizations own conflict of interest. Many times it is because vast majority of financial advisors are glorified salesmen – gathering assets and selling the “hot product of the day” – regardless of how it benefits the clients. No wonder than that 67% of Americans would rather see a dentist than speak to a financial advisor.
I founded Honey Badger Advisors to change this – we are bringing to you institutional level portfolio management, free of biases and conflicts of interest. Expertise that serves you and only you.
Our services are for you if you are serious about securing your and your family’s future and want someone to help you with your best interest in mind. We will never serve interests of mega banks, activists or global scoundrels like World Economic Forum. Our approach is not “sales strategies”, we engage in collaborative and educational work. Which means we are going to work with you to fully understand the reasoning for every one of our proposals before anything is implemented.
On the other hand if you have goals that are not consistent with prudent investment – such as virtue signaling, ESG, get rich quick, ponzi schemes, crypto – we are not for you. We cannot reconcile our fiduciary duty with such activities and would advise you to take business elsewhere.
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Our Fundamental Values
Unbiased – we are not restrained by competing business interests. We are not involved in M&A, securitization, security origination, so we can offer unfiltered opinion.
Fierce – just like our name sake, Honey Badger, we are small but unafraid to tell you what large complex organization with multiple lines of business won’t.
Fiduciary – we are fee only advisors – we won’t sell your data to Hedge Funds, we don’t take payments from outside managers to place their products. Your best interest is our best interest. The only commissions we accept are for providing insurance products – which we do only when needed.
Our Pledge – we do not engage in high pressure sales or any other “sales strategies”. We do not sell products, we provide solutions for your financial security.