Founder & Fund Manager,
AuM: USD 7 million
Strategy: Global Macro with Equity Bias
Sport: Martial Arts
Food: Asian cuisine
Book: The Art of War by Sun Tzu
If you could time travel back to day one of your fund and have 15min with your former self to communicate any lessons you’ve acquired with the intention of saving yourself headaches, what would you tell yourself?
As Graham used to say: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” So be patient even if for a few months the market is not in line with your convictions. But as Dan Loeb stressed in 2008 at the apex of the financial crisis, sometimes you have to be also able to change your mind in response to the evolution of market signals/data. Read More