Welcome

Thanks for visiting my site. I am a former hedge fund manager, now active as a private investor and research consultant. You can read more about me here.

Degrees of Certainty is home to ‘evergreen’ content I’ve written on issues that touch on the investing process generally. I also write a weekly newsletter focussed more specifically on financial sector themes, which you can subscribe to here:

Some of my popular posts include:

  • A series of posts on how we perceive truth and how we deal with complexity. The posts help to reconcile a host of paradoxes we meet on a daily basis.