Hello!
At the heart of my investment strategy is the pursuit of truly exceptional opportunities, and I am happy to miss many “good” deals and wait for the best ones. I manage a small hedge fund, which serves as a benchmark for evaluating potential deals. This fund consistently achieves a 15% IRR (Internal Rate of Return) or CAGR (Compound Annual Growth Rate), setting a high bar for the investments we consider. Our returns are subject to the long-term capital gains tax rate, which gives an advantage over the COC returns often seen in a PML deal.
Beyond my hedge fund and personal investments, I have a group a network of friends and investors interested in participating in deals who have a lower bar than I do. I may do the underwriting and act as a consultant in those deals.
My investors and I take a cautious approach to investment. We prioritize stability and keep at arms length of speculative ventures, regardless of their projected upside.
PML “Buy Box”
6mo minimum term, longer the better PMP “Buy Box”
50/50 Equity/Ownership Split Ideally a “forever” hold (no planned exit) Investor List “Buy Box”
3mo minimum term, longer the better
New deal metrics
For every new deal I am immediately looking for five metrics:
Amount needed (entry fee) Length of deal (6mo, 1yr) When you need the money by (closing date)
Please send deals to