High-Conviction Investment Decision Maker * Outsized Revaluations * Research-Driven Deep experience in analyzing and exploiting equity market opportunities. Skilled in maximizing alpha generation and realizing excess returns in portfolios that eclipse comparable benchmarks, against dynamic and ...more

High-Conviction Investment Decision Maker * Outsized Revaluations * Research-Driven Deep experience in analyzing and exploiting equity market opportunities. Skilled in maximizing alpha generation and realizing excess returns in portfolios that eclipse comparable benchmarks, against dynamic and disparate market conditions. Adept in high-conviction active management, characterized by a concentrated, low-turnover investment approach (akin to Ruane, et al). Employ quantitative tools and variant market intelligence from non-traditional sources to augment fundamental analytical framework and enhance portfolio performance. Process-wise, identify compelling expectations-change opportunities among stocks and exploit embedded institutional behavioral biases to achieve out-sized return outcomes. ------------------ EXPERTISE Portfolio Management Equity Research Fundamental Analysis Quantitative Analysis Market Intelligence Asset Allocation Risk Management Process Articulation Investor Letters (Quarterly) Investment Presentations Client Relationships Business Developmentless