- 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
Q3 2025 Concentrated Equities Review Letter
Q3 2025 Concentrated Equities Review Letter
Dec 5, 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
Year End 2023 Review Letter
Year End 2023 Review Letter
May 10, 2024
27
min read
2023 Semi-Annual Report
2023 Semi-Annual Report
Nov 2, 2023
18
min read
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
