Summary
I have over 20 years’ experience investing in the TMT and Consumer sectors, almost entirely on the buyside. Started at Bernstein covering software in 2001, moved to the buyside at Government of Singapore Investment Corporation (GIC) in 2003, covering hardware, software, and media.
After getting an MBA at NYU in 2008 and a CFA, I spent 8 years at Coburn Ventures (a market neutral TMT/Consumer hedge fund). In 2015, I joined Deimos Asset Management, a low net multi-strat, where I managed a TMT/Consumer portfolio.
I've spent the past few years at Obex Capital Management providing independent investment research to TMT and Consumer investors.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Developed World
Countries:
United States
Sectors:
Information Technology, Communication Services
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)
Work Experience:
- Obex Capital Management
- Deimos Asset Management
- Coburn Ventures
- Government of Singapore Investment Corp
- Sanford C. Bernstein