Our Insights

Insights gleaned from 25 years of life and investments.

Throughout this journey, as a Professional Opportunist I’ve encountered both missteps and triumphs, alongside fortunate strokes of luck.

My outlook on life, people, and investments leans towards the “glass half full,” fostering an optimistic perspective. Consequently, I’ve gravitated towards investment strategies and approaches that often diverge from mainstream consensus, challenging the perspectives of friends, family, and peers.

My aim is to impart valuable lessons that may resonate with you. Here’s to shared wisdom and growth—Ryan.

  • Calendar Year 2022 – Annual Portfolio Review

    Reflecting on 2022, it was a challenging yet pivotal year for our portfolio, marked by significant market turbulence but also key opportunities across various asset classes. While we faced a shifting macroeconomic landscape, our portfolio weathered the storm returning 11.14% for the year that although this is below our target…

  • Taking the Boy Out of Wagga Wagga

    I had the benefit of humble beginnings, growing up in the town of Wagga Wagga in a working-class family with both of my parents being public school teachers. As the oldest of four children, my three brothers and I attended the local public schools for both primary and secondary education.…

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