Company Writeups

Responsible for new idea generation; portfolio construction; risk management; due diligence
25+ years overseeing concentrated small-cap portfolios, on behalf of the most sophisticated allocators in the United States
Previously: Founder, Endowment Capital Group; Portfolio Manager, Downtown Associates; Analyst, W.H. Newbold’s Son & Company
University of Pennsylvania, Wharton School, B.S. 1986
Married to Isabella, 3 sons, 3 daughters, 2 dogs

Responsible for all non-investment functions of the firm.
Corporate and funds attorney with over a decade of leadership experience specific to the building and operating of complex investment strategies and structures
Previously: Senior Vice President, Fortress Investment Group/Logan Circle Partners; Associate, Linklaters LLP
University of Pennsylvania B.A. 2004; Rhodes Scholar 2005; Oxford University, OXILP LPC 2006
Married to Beth, 3 sons

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Goosehead Insurance Inc. (GSHD)

Philip Timon

David Ferreira

Stefanos T. Kasselakis