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 or a sales pitch.
It’s a living snapshot of what I’m building, what I believe in, and how I try to align capital with conviction.
I invest across public and private markets, structured opportunities, and real assets — with a healthy respect for risk and a clear-eyed understanding of where value tends to hide.
Sometimes my views are contrarian. Other times they’re just common sense. But in all cases, I aim to be thoughtful, aligned, and long-term oriented.
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 reflects a thematic view, a trusted relationship, or a long-term thesis with asymmetric upside.
Soundview Equity Partners LP
A concentrated, long-biased investment partnership that invests in growth-at-a-reasonable-price equities and select private companies with long-term tailwinds.
Focused on capital-efficient businesses, long-term compounding, and companies that are strategic assets in their own right.
Soundview Asia Partners Holdings LP & II LP (website coming soon!)
Private partnerships formed to co-invest with a B2C growth equity firm focused on high-growth technology and technology-enabled companies shaping the future of Southeast Asia’s economy.
Soundview Life Science Innovation Fund LP (website coming soon!)
A thematic investment vehicle at the intersection of biotechnology, diagnostics, and healthcare delivery. We’re finding massive dislocations in valuation, and targeting a 3–5x MOI over a 5-year horizon. High risk, high conviction.
Soundview Private Opportunities Fund LP (website coming soon)
A boutique, consumer-facing micro-PE play.
The fund currently owns Kron Chocolatier — a beloved legacy chocolate brand with cult following and scalable potential. This is an exercise in brand revival, storytelling, and making money the old-fashioned way: by putting smiles on people’s faces.
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 we can create value operationally and structurally — emphasizing properties that allow us to reposition, rebrand, or recapitalize.
Private Holdings
Beyond the formal fund structures, I’ve made a few high-conviction personal angel investments:
Koyfin
A beautifully designed investment analytics platform that democratizes institutional-quality research and data. I use it personally and believe deeply in its mission.
Genecord
A clinically proven, professional cord blood collection, storage, and support service that offers families peace of mind — and a stake in the future of personalized medicine.
Reflections & Lessons
Some lessons I’ve earned — not just learned — from wins, losses, and everything in between.
Timing is Not a Strategy
I’ve been early more often than I’ve been late. And while being early is better than being wrong, it still hurts if you’re not prepared to wait.
People > Projections
Especially in private markets, the difference between success and stagnation is almost always the team. I’ve learned to bet on grit over glossy decks.
Illiquidity is Underrated
The forced patience of a locked-up investment often leads to better outcomes than the twitchy impulse to sell. Time, in the right assets, is your partner.
Thoughts on Bitcoin
I’m asked about Bitcoin often — and while I don’t claim to be a crypto evangelist, I do think it’s worth understanding.
I first invested in Bitcoin (and a few other digital assets) not just as a speculative bet, but as a means of learning: to better grasp how the ecosystem, protocols, and DeFi infrastructure actually work.
That hands-on approach gave me a healthier appreciation for the technology, the culture, and the risks involved.
Here’s how I think about it today:
- It’s either worth a lot, or very little. This is a binary outcome asset. If Bitcoin ultimately fails to hold its narrative — as a digital store of value, as a hedge against monetary debasement, or as a non-sovereign alternative to gold — it may trend toward irrelevance. But if it succeeds even modestly, the upside is meaningful.
- You shouldn’t invest more than you can afford to lose. It’s a volatile, long-duration, emotionally difficult asset to own. But for capital that’s truly long-term and optional, it can play a small but interesting role.
- At a ~$2 trillion market cap, the “zero” scenario seems increasingly unlikely. It’s held by institutions, sovereigns, asset managers, and individuals across the globe. While it may never replace gold or the dollar, it doesn’t have to in order to matter.
- Valuation is tricky, but directionally sensible. If Bitcoin captures even a fraction of the store-of-value market (gold, collectibles, etc.), or becomes a persistent digital reserve asset, a case for $5–10 trillion in long-term value exists. That’s not a price target — it’s a framework for understanding risk/reward.
Personally, I’ve committed to owning an undisclosed amount of Bitcoin as a symbolic and financial position.
I think it’s one of the few assets that blends monetary philosophy, technological innovation, and behavioral psychology — and it’s been a useful lens through which to study markets.
It’s not central to my portfolio, but I find the setup compelling. That said, if it goes to zero, I’ll be okay being wrong.
A Final Note
This page isn’t meant to tell you how to invest. It’s simply a lens into how I allocate capital — how I think, act, and adapt across different markets and cycles.
If something here resonates or sparks a conversation, I’m always open to thoughtful dialogue.
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.