I am an independent analyst and portfolio manager with a bent for forensic accounting, bottom-up research, value investing – the disciplined pursuit of mispriced assets off the beaten path – and contrarian, second-level thinking.
Proficient at delivering clear-cut answers to complex questions, I work freelance for funds, family offices and like-minded partners worldwide. For this reason, and to my regret, only a fraction of the investments undertaken can be documented here.
I believe in fairness, hard work, humility, singularity, skin in the game and total integrity. Enquiries and opportunities to connect with dedicated practitioners – from all walks of life – are always welcome, so please feel free to get in touch if you have any question, comment or request.