Investment Philosophy

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.

Simple solutions outperform many complex strategies without compromising simplicity, transparency, or peace of mind®.