I am an investment and finance professional focused on capital allocation, governance, and long term value creation. Over the past decade, I have combined roles as principal investor, board chair, and executive across energy, infrastructure, and technology businesses. This has given me broad exposure to how companies scale, how incentives shape behaviour, and how disciplined financial judgement compounds over time.
While I have held senior responsibilities, I have consistently been most engaged in the analytical core of ownership: assessing business quality, understanding risk, and evaluating capital allocation decisions. I am now intentionally seeking to focus fully on fundamental investing within a concentrated and research driven environment.More...