Investment Philosophy

What's in a name? Maybe more fees that you realize.

When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.

The best ideas often from keep-it-simple “rock science”, not rocket science. 

Many otherwise rational adults act like herd animals when it comes to investing.

Market prognosticators are never in doubt, but often wrong.

I fundamentally believe that people who work harder should have an advantage. But success in investing is about working smarter.