Overview

I run concentrated equity portfolios under a unique fee structure that incentivizes me for performance rather than gathering assets. I come from a research/hedge fund background, and am passionate about finding long term opportunities in winning companies. I am sensitive to client's tax liabilities. And will will hedge the portfolios, mostly with ETFs when appropriate. Looking to either acquire or partner with a more established, like-minded manager. But am flexible with my approach to managing assets if there is the right fit.

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within 6 months

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