Investment Philosophy

This page outlines the core principles that guide Aquitaine Equity Research. The links below provide more detail on my investment philosophy, research process, and background.

• Portfolio management approach — including additional context on my analyst background and experience

• Five lessons from Hedge Fund Market Wizards — practical takeaways on security selection, flexibility, risk management, and timing (published on Value Punks in 2024, no paywall)

I’ll continue expanding this reading list with additional foundational articles in the weeks and months ahead.