I spent 15 years as Partner and CEO at a USD2bn boutique emerging markets investment firm where I led Investment Committees, navigated founder succession, and managed teams through uncertainty. I learned that sound judgment requires holding two things at once: the information in your hand, and honest reflection about what you’re bringing to it.

We apply rigorous analysis to markets but rarely do we apply the same rigour to ourselves.

I write about the behavioural patterns that shape institutional decision-making, the psychology behind how capital gets allocated, and why self-knowledge isn’t separate from analytical rigour - it’s what makes rigour work.