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Observations.

Thoughts on market cycles, investment ideas, and the perspectives that inform my research.

From Michael’s desk.

There are no observations posted yet. In the meantime, explore the research and investment ideas that guide my work.

The thinking behind the approach.

See how I follow market cycles, research opportunities and select investments.

See how I invest

Explore the thinking behind the work.

The three investment tactics

How market exposure, value and focus shape the approach.

Michael’s background and values

Meet the person behind the investment decisions.

Let’s talk.

Tell me what you want from your investments, and we can discuss whether my approach may help.

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