About

I have over 20 years in the investment management industry , 16 of those spent in a “front office” role. The typical frustrations of the industry such as being aware of performance risk, career risk, client and consultant’s short term views etc has in part led to me embarking on going out on my own as a full time investor managing my own money, including that of a Self Managed Super Fund recently. I am based a lot of the year in South East Asia (cheap cost of living was another reason for the decision), and focus mainly on the Australian Stock Exchange, however at time invest on other global exchanges.

My style could best be described as an “activist investor”, however my funds available don’t allow me to be the activist myself, but rather I look for companies that will become targets for other activists to unlock value. In addition to this I believe in a broad top down sector allocation covering stocks, property, commodities and cash equivalents in which I will not try and outsmart too much. It is more a rebalancing discipline to help limit drawdowns and broadly to have a contrarian tilt at major turning points. I use this approach to manage currency exposures also, which has become more important as I am now spending a lot of time outside Australia.

The blog is for a hobby, diary and a bit of self reflection, analysis and above all fun. Hopefully I will remain active. However first and foremost my investing is my sole source of income so that is my priority rather than documenting everything on the blog. So I apologize in advance if I go missing for a few weeks here and there.

Please also read the first blog post “format of blog” to get a bit more of context and perspective about this site.

Thank you for reading and please read below!

DISCLAIMER

This information should by NO means be taken as financial advice. It does not represent general advice or specific advice, particularly as I am unaware of the personal financial circumstances of readers. It is written purely for the purpose of an investment diary, to look back on, self-reflect and try and improve my own accountability for the investment decisions I make. It is for fun, and I am not a financial advisor. I try to be as accurate as possible but cannot guarantee I avoid mistakes. If making decisions with your own money, please do your own research and seek personal/professional financial advice.

 

 

 

 

 

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