- 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
Q4 2022 Review Letter
Q4 2022 Review Letter
Dec 31, 2022
32
min read
Q3 2022 Review Letter
Q3 2022 Review Letter
Sep 30, 2022
16
min read
Q3 2022 Review Letter
Q3 2022 Review Letter
Sep 30, 2022
16
min read
Q2 2022 Review Letter
Q2 2022 Review Letter
Jun 30, 2022
20
min read
Q2 2022 Review Letter
Q2 2022 Review Letter
Jun 30, 2022
20
min read
Q1 2022 Review Letter
Q1 2022 Review Letter
Mar 31, 2022
24
min read
Q1 2022 Review Letter
Q1 2022 Review Letter
Mar 31, 2022
24
min read
Q4 2021 Review Letter
Q4 2021 Review Letter
Dec 31, 2021
24
min read
Q4 2021 Review Letter
Q4 2021 Review Letter
Dec 31, 2021
24
min read
