My professional work provides the setting for many of the questions explored on this site. It combines investment decisions with the responsibilities of leading and developing organizations.
Portfolio management
Investment work involves strategy, portfolio construction, risk, the selection of securities and investment approaches, and ongoing oversight. It requires connecting an investment idea to the purpose of a portfolio and remaining attentive to the assumptions behind each decision.
Research
I study economic conditions, policy, industries, companies, securities, and the relationships among them. The objective is to develop a defensible view while keeping competing explanations and practical limits visible.
Firm leadership
I founded Global Advisers in 2014. Leading the firm involves strategy, people, client service, operations, technology, and the organizational systems needed to carry out its work. Business ownership makes the consequences of decisions direct: a plan has to be translated into daily execution.
Technology and business development
New tools can improve research and workflows when the problem is understood first. I am interested in where software and automation can make a process clearer, reduce avoidable work, and support sound judgment. The same questions inform the companies, brands, and initiatives described on the companies page.
Professional services
For information about advisory services, fees, client relationships, and regulatory disclosures, visit Global Advisers. Material on this personal site is general commentary and does not establish an advisory relationship.