About Us

A Few Words About Us

The Defensive Investor was founded by Robert I. Katz, who is its President and sole owner. He is the Chairman of his departmental Finance Committee, a member of his organizations Pension and Benefits Committee and a trustee of his departmental pension plan.

He has had over 25 years of successful investing experience, and since the start of the great bear market in 2000, has outperformed the S & P in six of the past nine years by using a low risk, diversified strategy designed to shift equity exposure to stocks when the market is trending upward, to fixed income assets when the market is trending downward.

 

Having seen many of his colleagues portfolios decimated during the past ten years, he decided to begin this service with an eye toward providing investing information and strategic thinking designed to help the average investor avoid significant losses and to invest with success.