- 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
Q3 2020 Review Letter
Q3 2020 Review Letter
Sep 30, 2020
19
min read
Q2 2020 Review Letter
Q2 2020 Review Letter
Jun 30, 2020
25
min read
Q1 2020 Review Letter
Q1 2020 Review Letter
Mar 31, 2020
9
min read
Q4 2019 Review Letter
Q4 2019 Review Letter
Dec 31, 2019
15
min read
Q3 2019 Review Letter
Q3 2019 Review Letter
Sep 30, 2019
14
min read
Q2 2019 Review Letter
Q2 2019 Review Letter
Jun 30, 2019
21
min read
Q1 2019 Review Letter
Q1 2019 Review Letter
Mar 31, 2019
17
min read
2018 Review Letter
2018 Review Letter
Dec 31, 2018
23
min read
