In 2014, I launched the Hirschmann Partnership (HP), unique for its concentration, incentive alignment, and long time horizon. Since inception, HP's net return has far exceeded the S&P 500 despite being named the “World’s Most Bearish Hedge Fund” by ValueWalk in 2017.

 

​Previously, I was an associate at Goldman Sachs Principal Strategies (GSPS), a multi-billion-dollar hedge fund whose alumni include Robert Rubin and Tom Steyer. After GSPS, I was an equity-owner at Hotchkis and Wiley, where I deployed over $1bn in capital.

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I graduated with distinction from Yale, where my investment philosophy was influenced by Professors Robert Shiller and David Swensen.

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Past performance is not indicative of future results. Success at prior firms does not guarantee future results. ValueWalk was not compensated. For full performance and benchmark disclosures, see, Important Disclosures.