I have once again been recognised in the SumZero, Inc. rankings, placing fifteenth in the Last Twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. In the All-Time rankings, I placed 35th.

I also placed 14th in Micro-Cap, 25th in Short, 21st in Industrial, 40th in Mid-Cap, 43rd in Long, 62nd in Deep Value, and 76th in North America.

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, placing ninth in the Last Twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. 

In the All-Time rankings, I placed 36th.

I also placed 13th in Micro-Cap, 14th in Short, 21st in Industrial, 27th in Mid-Cap, 48th in Long, 63rd in Deep Value, and 61st in North America.

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, placing eighth place in the Last twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. 

In the All-Time rankings, I placed 24th.

I also placed 15th in Micro, 16th in Short, 19th in Industrial rankings, 27th in Mid-Cap, 35th in Long, 42th in Deep Value, and 64th in North America.

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, placing eighth place in the Last twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. 

In the All-Time rankings, I placed 34th.

I also placed 16th in Short, and Industrial rankings, 18th in Micro, 38th in Mid-Cap, 42nd in Long, 45th in Deep Value, 70th in North America, and 80th in Financials.

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, placing tenth place within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. 

In the All-Time rankings, I placed 27th.

I also placed 25th in midcap; 16th in micro cap; 17th in industrials; 82nd in financials; #37th in long; 16th in short; 44th in deep value; and #65th in North America.

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, placing sixth place within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. 

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, placing fifth within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings. 

For January, my overall standings are as follows:

• Fifth – Last Twelve Months
• Thirty-Eight – All-Time

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

I have once again been recognised in the SumZero, Inc. rankings, maintaining my seventh place within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category standings.

For December, my overall standings are as follows:

Seventh – Last Twelve Months

Fourty-Fifth – All-Time

These results reflect my ongoing commitment to a disciplined investment methodology and risk philosophy — driving strong performance across sectors, geographies, and market caps.

These outcomes reflect a sustained commitment to disciplined investment methodology and prudent risk management, producing consistent performance across sectors, geographies, and market capitalisations.

Thanks to SumZero, Inc., my research and ideas have been accessed by over 570 analysts and portfolio managers from family offices, hedge funds, diversified asset managers, and other institutional investors worldwide, illustrating the practical influence and reach of this work.

I remain dedicated to delivering institutional-quality returns while preserving capital, and I welcome discourse with those who share a similar approach.

My investment methodology and risk philosophy has earned me the #7 ranking on SumZero for the last twelve months. SumZero is a highly exclusive buy-side only platform that connects capital allocators and money managers. More than 16,000 portfolio managers and analysts from across the world are pre-screened before being allowed to join. The rankings, based on SumZero’s proprietary Rankings algorithm, highlight analysts who have the highest risk-adjusted returns relative to the market. I have also ranked in multiple categories: 

• #10 in Industrials
• #21 Micro-Cap
• #44 All-Time
• #49 Long
• #50 Deep Value
• #61 Financials
• #68 North America
• #74 Mid-Cap
• #98 Large-Cap

Since joining in September last year, the 16 stocks and instruments submitted have earned an average total return of 14.87%, beating the S&P 500 by 11.69%, and my Model Portfolio has generated an annualised total return of 42.8% to-date. As a dear friend joked, “crypto returns without crypto risk”.