We believe that investing, not trading, is the only way to create wealth; that time-tested fundamental investing, like Warren Buffett successfully does, works. As much an art as a science, the approach we teach relies on being able to create actionable ideas from the synthesis and distillation of massive amounts of information.
Bill educates based on his experience of absolute and relative outperformance over 35 years as CIO of major global funds including George Soros' Quantum Fund
Global perspective with an ability to understand the relationship and impact of major economic and political data points within a country and their impact across the globe on all markets
Core beliefs which serve as a compass guiding capital allocation, risk controls, liquidity and investments among all asset classes anywhere in the world
Value system where investors and those who we mentor feel like partners. We provide total transparency, openness, and communication