Helping you grow more than wealth

I manage diversified global portfolios on a discretionary basis. My stock selection is driven by fundamental valuation, and ultimately I strive to own growth at a relatively compelling price for client portfolios.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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Latest Insights

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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