I am an independent analyst and portfolio manager with a bent for forensic accounting, bottom-up research, value investing – the disciplined pursuit of mispriced gambles amidst market distress or negligence – and contrarian, second-level thinking.
Proficient at delivering clear-cut answers to complex questions, I work freelance for funds and family offices on both sides of the Atlantic, for whom I craft comprehensive research materials. For this reason, and to my regret, only a fraction of the investments undertaken can be documented here.
I believe in fairness, hard work and total integrity. Enquiries and opportunities to connect with like-minded 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.