- 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
Strategy Overview
- Long only strategy building a portfolio of 8-12 long positions, typically small capitalization companies listed on a US exchange, or with the predominance of their revenue generated in the United States.
- Implemented via our in-depth process to identify unique secular growth companies that can significantly compound over a long-term horizon.
- Tax agnostic: clients are tax-exempt institutions or tax-deferred investment vehicles
- Fully invested, cash held to a 10% maximum
- No leverage: will not generate UBTI
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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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