Anchor Point
Equity

The strategy and structure of Anchor Point is the combination of three perspectives I’ve developed over the course of my investing career:

1. The pros and cons of various investing strategies I’ve experienced

2. The strengths, weaknesses and drivers of conviction within my personal investing style

3. My belief in an evolving landscape for generating alpha

​

Starting my career on the sellside (equity research), I developed an understanding of how various types of investors frame information and what drives them to change their views. Transitioning to a career on the buyside (long/short equity), I experienced contrasting models - from a sector-specific role at a “Pod” focused on high idea velocity, near term catalysts and tight risk management to a generalist seat at a “Tiger Cub” styled firm identifying longer-term inflection points. 

Over time, I’ve noticed the tools, timelines and information asymmetry that historically generated alpha has become increasingly crowded, more expensive and less reliable. 

​

Anchor Point was created in response: a strategy grounded in uncovering the big picture, anchoring to a well–defined risk/reward, anticipating evolving narratives and taking advantage of volatility. 

​

​Anchor Point is built to align with both the structural realities I believe are shaping today’s equities markets and the investment style/process that plays to my strengths. Structurally, it avoids the high fixed costs of utilizing alternative data, expert networks and rigid infrastructure. It side steps the need to compete directly where speed and accuracy are increasing while attempting to minimize time spent on maintenance work to understand setups and expectations. Instead, the framework emphasizes risk/reward asymmetry and disciplined portfolio construction to enable patience, stability and clarity across cycles. 

​

Equally important, Anchor Point is grounded in my belief that markets and stock prices are driven by a series of probabilities rather than absolute truths. Sustainable success depends on positioning where the odds are attractive and the downside is protected rather than predicting the exact moment of change or magnitude of earnings power. Additionally, the process aligns with my strengths of understanding investor behavior, willingness to be a patient contrarian and preference for lower idea velocity. 

​

Ultimately, the game will continue to evolve, and Anchor Point will stay nimble to adapt. While it’s easier said than done, now is the time to execute.