I have over 20 years experience in the investment management industry, 16 of those spent in a “front office” role. The typical frustrations of the industry such as being aware of performance risk, career risk, client and consultant’s short term views etc has in part led to me embarking on going out on my own as an investor managing my own money, including that of a Self Managed Super Fund recently. For quite a few months of the year I travel through South East Asia (cheap cost of living there was another reason for the decision), and focus mainly on the Australian Stock Exchange, however at times invest on other global exchanges.

My style could best be described as an “activist investor”, however my funds available don’t allow me to be the activist myself, but rather I look for companies that will become targets for other activists to unlock value. Deep value and event-driven investing may also be used to describe my approach. In addition to this I believe in a broad top down sector allocation covering stocks, property, commodities and cash equivalents in which I will not try and outsmart too much. It is more a rebalancing discipline to help limit drawdowns and broadly to have a contrarian tilt at major turning points. I use this approach to manage currency exposures also, which has become more important as I am now spending more time than previously outside Australia.

The blog is for a hobby, diary and a bit of self reflection, analysis and above all fun. Hopefully I will remain active. However first and foremost my investing is my main source of income so that is my priority rather than documenting everything on the blog. Yet time wise I couldn’t yet describe it has a full time approach for me as I have a few other things I spend much of the week also focusing on. So I apologize in advance if I go missing for a few weeks here and there. Feel free to enter your email in the follow section on the right hand side of the blog to be notified of my posts. Thank you for reading and please read below!


This information should by NO means be taken as financial advice. It does not represent general advice or specific advice, particularly as I am unaware of the personal financial circumstances of readers. It is written purely for the purpose of an investment diary, to look back on, self-reflect and try and improve my own accountability for the investment decisions I make. It is for fun, and I am not a financial advisor. I try to be as accurate as possible but cannot guarantee I avoid mistakes. If making decisions with your own money, do your own research and seek personal/professional financial advice. Please read the ASIC guidelines around Internet Discussion Sites before reading this blog. By linking or mentioning other sites and products I am not endorsing them. Also be aware others commenting on this blog are not permitted to do so by giving licensed investment advice. Others who comment are personally responsible for their own postings.


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