- 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
Q1 2026 Concentrated Equities Review Letter
Q1 2026 Concentrated Equities Review Letter
May 18, 2026
26
min read
Q1 2026 Long Only Review Letter
Q1 2026 Long Only Review Letter
May 6, 2026
26
min read
Q3 2025 Concentrated Equities Review Letter
Q3 2025 Concentrated Equities Review Letter
Dec 5, 2025
19
min read
Q3 2025 Long Only Review Letter
Q3 2025 Long Only Review Letter
Dec 5, 2025
19
min read
Q2 2025 Review Letter
Q2 2025 Review Letter
Jul 23, 2025
19
min read
1H 2025 Concentrated Equities Review Letter
1H 2025 Concentrated Equities Review Letter
Jul 21, 2025
19
min read
2024 Concentrated Equities Review Letter
2024 Concentrated Equities Review Letter
May 29, 2025
27
min read
Q4 2024 Review Letter
Q4 2024 Review Letter
May 29, 2025
26
min read
Q4 2024 Review Letter
Q4 2024 Review Letter
May 22, 2025
27
min read
