Explore how I invest across private funds, direct investments, Bitcoin, and real estate — all guided by a philosophy of conviction and patience. 

How I Invest

This page is an open window into how I think about capital allocation, both personally and professionally.

It’s not a scoreboard, and it’s not a sales pitch. It’s a living snapshot of what I’m building, what I believe in, and how I align capital with conviction.

I invest where opportunity outweighs consensus, across public markets, private deals, structured opportunities, and real assets… always with a healthy respect for risk and a clear understanding of where value tends to hide.

Sometimes my views are contrarian. Sometimes they’re common sense.

In all cases, I aim to be thoughtful, aligned, and long-term oriented.

Investment Philosophy

Patience, clarity, conviction.
I seek opportunities others overlook, and I protect against risks others underestimate.

Current Allocations

A high-level overview of where and how I’m currently deploying capital.

Private Funds

These are core vehicles I’ve created and committed capital to; each built around a long-term thesis, a trusted relationship, or a strategic view of asymmetric opportunity.

Soundview Equity Partners LP

A concentrated, long-biased investment partnership investing in growth-at-a-reasonable-price equities (GARP) and select private companies with enduring tailwinds.

Focused on capital-efficient businesses, strategic assets, and long-term compounders.

Soundview Asia Partners Holdings LP & II LP (website coming soon!)

Private partnerships co-investing alongside a premier B2C growth equity firm shaping Southeast Asia’s digital economy.

Focused on high-growth technology and technology-enabled businesses where demographic and structural tailwinds are strong.

Soundview Life Science Innovation Fund LP (website coming soon!)

A thematic vehicle targeting dislocations across biotechnology, diagnostics, and healthcare delivery.

We seek out misunderstood innovation, aiming for a 3–5x MOI over a 5-year horizon. High risk, high conviction.

Soundview Private Opportunities Fund LP (website coming soon)

A boutique micro-PE platform, currently anchored by Kron Chocolatier — a beloved legacy brand with scalable potential.

An exercise in brand revival, operational excellence, and classic value creation.

Strategies in Development

These are funds and platforms I’m actively building or expanding.

Soundview Real Estate Partners LP

A real estate vehicle focused on direct opportunities where operational lift, repositioning, or structural optimization can drive outsized returns.

We look for properties that others overlook and transform them into strategic assets.

Private Holdings

Beyond the formal fund structures, I’ve made a few high-conviction personal investments in select companies:

Koyfin

An investment analytics platform delivering institutional-quality research tools to everyday investors.

I use it personally and professionally and believe deeply in its mission.

Genecord

A clinically proven platform for cord blood collection and storage: an essential piece of the future of personalized medicine.

Reflections & Lessons

A few lessons I’ve earned, not just learned, across cycles, wins, and mistakes.

Timing is Not a Strategy

Being early isn’t the same as being right.

Without patience and liquidity, even good ideas fail. And believe me, I’ve been early!

People > Projections

In private markets, grit beats glossy decks.

Every time. No exceptions.

Illiquidity is Underrated

The forced patience of illiquidity often leads to better outcomes than the constant temptation to act.

Thoughts on Bitcoin

I’m often asked about Bitcoin, and I answer with the caveat that “this is not financial advice!”

I’m not a crypto evangelist, but I do believe it’s an asset worth understanding and owning thoughtfully.

I first invested not as a speculative bet, but as a way to learn by doing, to understand the infrastructure, the culture, and the psychology firsthand.

I still feel that this is the best way to understand Bitcoin.

Today, I see Bitcoin as a binary-outcome asset:

• If it succeeds even modestly as a store of value, the upside is meaningful.
• If it fails, a properly sized capital loss is manageable.

At a ~$2 trillion market cap, the “zero” scenario seems increasingly unlikely.

Bitcoin doesn’t need to replace gold or the dollar to matter; it simply needs to maintain and expand its niche as a digital reserve asset.

Personally, I maintain a long-term, symbolic, and financial position in Bitcoin.

It’s not central to my portfolio, but it has sharpened my understanding of monetary policy, innovation cycles, and behavioral markets.

A Final Note

This page isn’t advice. It’s simply a transparent lens into how I allocate capital and how I think, act, and adapt over time.

I’m always open to thoughtful dialogue  with people who value independent thinking, long-term vision, and clear decision-making.

If that sounds like you, I’d love to connect.

Disclaimer:
The information presented on this page is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security.

All securities, funds, and strategies mentioned reflect my personal holdings and investment decisions made based on my own research, risk tolerance, and financial goals. They are not recommendations and may not be appropriate for you.

Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own due diligence and consult with a qualified financial advisor before making any investment decisions.

While I am a registered investment advisor, nothing on this page is intended as personalized advice or financial planning guidance. This is simply a transparent view into how I personally allocate capital.