- 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
Our Strategies
Concentrated Equities
Owls Nest Concentrated Equities strategy typically holds 8-12 long positions of predominantly small capitalization companies listed on a US exchange. The strategy is designed for taxable investors who are seeking to maximize their after-tax returns.
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Concentrated Long Only
Owls Nest Concentrated Long Only strategy typically holds 8-12 long positions of predominantly small capitalization companies listed on a US exchange. The strategy is designed for non-taxed institutions with a perpetual time horizon or tax-deferred vehicles with an investment horizon measured in decades.
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