Australian born and raised, I majored in History at Harvard University (Class of ’08). I have 12+ years of buy- and sell-side experience in a variety of roles, and currently manage my personal account full-time. I tend to view the equity markets through a credit analyst’s lens (‘thinking like a creditor rather than an owner’); I try to consider the whole capital structure of an enterprise when I invest; and I believe sustainable free cash flow is the primary foundation of business value. I have little interest in purported growth stocks (unless on the short side if there is a balance sheet/restructuring angle). You can see a more detailed outline of my investing philosophy and methodology here.
Outside of investing, I am passionate about sports (swimming, skiing, and tennis, in particular); learning new languages; traveling; and history! I recently moved back to Tokyo, Japan, with my wife and young daughter (after having lived in London for the past four years), and my second child, a son, arrived 4 months ago 🙂 It is great to be back in Asia!