Peter Havens says his firm invests all over the world in actively traded securities. It is essentially an equity shop with some fixed income, and a client base of high-net-worth families and individuals. Mr. Havens says his client base is very disposed to the lowering of tax rates. It would allow them to assume a higher risk profile to do things which would be more equity oriented. Mr. Havens shares several companies he finds interesting in the current environment.
Full interview available here.