I am part of the investment research team at a hedge fund, focusing on foundational shifts in technology, markets, and business strategy. Previously, I allocated capital at Gulfrock Capital.

I studied Public Policy at Harvard, Finance at Cambridge, and Chemical Engineering at UCL. It's a roundabout way of saying I like figuring out how systems work and what they're worth.

I study the structural forces that drive systems: compounding, reversion, coordination friction, incentive weight, narrative pull, adaptation tempo, and the shape of expectation.

I write to sharpen the thinking and share the maps. This site is a repository for my notes on intelligence, progress, structural design, and enduring businesses.