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 work, I love to play and follow sports (particularly tennis and skiing), and am interested in traveling, learning new languages, and history. If you wish to discuss potential investment ideas and/or have any further feedback for my site, please feel free to email me directly at firstname.lastname@example.org.