Portfolio Manager at Blue Stamp Company, running a concentrated global equity fund focused on high-quality businesses with durable competitive advantages, capable management, and long reinvestment runways.
I'm the Portfolio Manager of the Blue Stamp Trust, a global long-only equity fund founded in 2010 and based in Melbourne, Australia. We run a highly concentrated portfolio — typically fewer than 10 positions — with multi-year holding periods.
Our investment philosophy centres on finding businesses with high returns on invested capital, pricing power, recurring revenue, aligned management, and long runways for reinvestment. We think of our equity stakes as part-ownership in businesses, not objects to be traded.
Before joining Blue Stamp, I worked in equities at Bell Potter Securities. I hold a dual degree in Commerce (Finance) and Economics (Quantitative Methods) from the University of Queensland.
Marketplaces, platforms, and software businesses where value compounds as participation grows. Core focus areas include travel OTAs, payments, fintech, and social networks.
Deep dives into competitive moats, management quality, capital allocation track records, and the structural dynamics that separate durable franchises from cyclical winners.
Multi-scenario IRR frameworks across 5-year horizons. Owner earnings, free cash flow, and capital structure analysis grounded in business fundamentals — not market multiples.