Greenside Capital Management

I started this business because I have loved the world of investing since I was gifted my first stock at age 15. I find the innerworkings of great companies to be fascinating, and the work required to be a great investor to be incredibly rewarding. I also love that the incentives in the investment business, if managed correctly, are properly aligned with those of the client.

I have developed my investment philosophy over many years by working with, and closely following some of the greatest investment minds of our time. I believe that success in investing means playing the long game by investing in quality companies with elite management teams that are positioned for long term success in market environments that, for one reason or another, view them as out of favor with the general investing population.

I also oversee all management functions of Greenside Capital Management. My main focus within the company is investment management.

I develop a customized plan for each investor based on their goals and financial needs. Progress is both tracked by me, and by Altruist, the company where client funds are held and invested.

I choose investments in industries that are both out of favor and well-positioned for outperformance. Finding the next AMC or GameStop is not my game and often sets investors up for long-term underperformance. I prefer a concentrated basket of companies (10-20) in underappreciated industries that benefit from low debt levels and high cash flow. Poor investment performance for an entire year is often not indicative of a bad company, just low levels of excitement in the market. Outperformance over 5, 10, 20 years (or a lifetime) is the goal.

I do not accept any form of compensation from a third party, and do not plan to in the future. I pay three other companies for brokerage services (the ability to hold client money, and invest it using their platform), compliance, and bookkeeping. The annual cost is 1.2% so $120 a year for $10,000 invested, $1,200 a year for $100,000 invested etc.

Clients will always speak with me.

Having the financial means to do what you want to do when you want to do it, and putting your family in a position to do the same.

The goal for each client will vary based on risk tolerance. The goal for myself as a moderate-aggressive investor is to return 3-5% higher than the S&P 500.

I have never had a formal complaint filed against me. This business is in its infancy so I have had no clients fire me. I do think this is an important question so I will attempt to answer it as a hypothetical. A client will likely fire me during periods of extreme market excitement when their friends and family are bragging about their investments in that one idea that “skyrocketed overnight.” Technology stocks in 2001 and bitcoin & meme stocks in 2021 are perfect examples of extreme excitement. It is often very difficult to stick to an investment strategy rooted in fundamental analysis when stories about bitcoin millionaires are being published everyday.