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Investment Research

Prior quantitative research on active-manager evaluation, free cash flow, quality investing, and portfolio construction.

My investment research has focused on understanding what drives portfolio outcomes: separating skill from systematic exposures, improving the measurement of business quality, and translating research into implementable investment processes.

Pure Alpha

The Pure Alpha work developed a framework for evaluating active management by decomposing what can be explained by systematic exposures and what remains as differentiated active return.

Pure Alpha framework →

Free cash flow and quality

A second research stream examined free cash flow as a measure of profitability and quality, including how it compares with earnings-based metrics and how it can be used in quantitative portfolio construction.

Free cash flow research →

Published work

The complete archive is on the Writing page.