About Me

My name is Craig and I currently live in San Francisco, CA Charlottesville, VA Austin, TX. This site is still very much a work in progress...


Sign up for my Substack here.

[No. 1] Understanding Portfolio Construction

[No. 2.0] Dimensions of Evaluation

[No. 3] Brand and AUM

[No. 4] Track Records

Here are some other things I've been thinking about:

[Draft] The Punch Card Portfolio

[Draft] A Case Study on Fund [X]

[Draft] Questions GPs should ask LPs




My Stack



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Any opinions expressed are solely my own and do not express the views or opinions of any other party, including my employer, and do not necessarily represent the positions, strategies or opinions of my employer or any of its affiliates or any other party. All information provided herein is for informational purposes only and should not be relied upon to make an investment decision. I do not represent that the information herein is accurate, true or complete. I make no warranty, express or implied, regarding the information herein and shall not be liable for any losses, damages, costs or expenses related to its adequacy, accuracy, truth, completeness or use. Nothing herein constitutes investment, legal, tax, or other advice nor is it to be relied on in making an investment or other decision. Any charts, tables, and graphs contained on this website are not intended to be used to assist the reader in determining which securities to buy or sell or when to buy or sell securities. All of the information herein is subject to change without notice.

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