Get Stuck In

Returns = E x W x P

Investment returns are a product of experience, work, and your process. There are no shortcuts.

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1. Our edge. A 40-year career in technology and investing helps us cut through much of the noise. Focusing on situations that most investors misunderstand or are unaware of allows us to find very high returns.
2. Our portfolio. We run a few different concentrated portfolios in our family office. We may have 100 positions, but the top 20 will represent over 80% of the total capital we have deployed.
3. Risk Management. We take a multi-pronged approach. First, our position sizes range from 1% to a maximum of 9%. We try to keep a mixture of positions with different factor exposures. Options are used frequently in small amounts. Short positions are not uncommon but are limited to less than 10% of total assets.
4. Our Network. We’re fortunate to work with several successful and like-minded colleagues across a range of investment firms and disciplines. This allows us to have an outsized impact in the areas we target.
5. An Open Approach. We think like active investors in our portfolio companies and try to share our expertise and network when it can be helpful. Sometimes, we publish and share our research work on portfolio companies.