How to be in the 1% of investors who actually apply Warren Buffett’s investment philosophy ... not in the 99% who pretend they do
How to be in the 1% of investors who actually apply Warren Buffett’s investment philosophy ... not in the 99% who pretend they do
Some of our clients:
Jordan Retired
stockbroker and trader
Jordan Retired successful stockbroker and trader.When we met him, he “couldn’t keep up with the markets anymore”. Was also concerned about the state of politics, the financial system and had a substantial amount of his own money in cash and gold which would comfortably see to his retirement. However, he really wanted to invest some of that for his grandchildren, so that it would compound tax-efficiently, long term.So he bought into Alphyn’s concentrated portfolio of deeply-researched, high-quality companies with great compounding power.
He first invested in 2020. Then doubled his investment contribution in 2021, and increased it still further in 2022, taking advantage of lower-priced stocks in the aftermath of the bear market.
Fred
professional investor
Fred Is a professional investor. He spent his career managing complex institutional hedge fund investment strategies. He was attracted to Alphyn Capital Management for 3 primary reasons:
- Well reasoned and thoughtful approach, especially the concept of investing in successful public holding companies similar to Warren Buffett’s Berkshire Hathaway.
- Alphyn’s reasonable fees 1% (v.s. most hedge funds that also charge performance fees)
- Our long-term approach which is more tax efficient
Max
Real Estate Entrepreneur
Max is a retired real estate entrepreneur. He built considerable wealth investing in real estate in 3 different continents. While he is a very astute businessman, he never felt fully comfortable with the stock market. Knowing that he wanted to diversify some of his investments away from real estate he gave some of money to Alphyn Capital to invest with a long term view of preserving and growing his capital for the benefit of his children and grand children. He was attracted to the strong alignment of interest and careful management of money displayed by Alphyn.
Some of our clients:
Jordan Retired
stockbroker and trader
Jordan Retired successful stockbroker and trader.When we met him, he “couldn’t keep up with the markets anymore”. Was also concerned about the state of politics, the financial system and had a substantial amount of his own money in cash and gold which would comfortably see to his retirement. However, he really wanted to invest some of that for his grandchildren, so that it would compound tax-efficiently, long term.So he bought into Alphyn’s concentrated portfolio of deeply-researched, high-quality companies with great compounding power.
He first invested in 2020. Then doubled his investment contribution in 2021, and increased it still further in 2022, taking advantage of lower-priced stocks in the aftermath of the bear market.
Fred
professional investor
Fred Is a professional investor. He spent his career managing complex institutional hedge fund investment strategies. He was attracted to Alphyn Capital Management for 3 primary reasons:
- Well reasoned and thoughtful approach, especially the concept of investing in successful public holding companies similar to Warren Buffett’s Berkshire Hathaway.
- Alphyn’s reasonable fees 1% (v.s. most hedge funds that also charge performance fees)
- Our long-term approach which is more tax efficient
Max
Real Estate Entrepreneur
Real Estate Entrepreneur
Max is a retired real estate entrepreneur. He built considerable wealth investing in real estate in 3 different continents. While he is a very astute businessman, he never felt fully comfortable with the stock market. Knowing that he wanted to diversify some of his investments away from real estate he gave some of money to Alphyn Capital to invest with a long term view of preserving and growing his capital for the benefit of his children and grand children. He was attracted to the strong alignment of interest and careful management of money displayed by Alphyn.
Who is this for?
If you …
- Earn $1m a year and/or have $2-$15MM in investable assets, with at least 5 years to retirement …
- Have built a business with blood, sweat, and tears … then sold it … and want a way to invest the money in a way that will preserve your hard-earned capital and grow it so you can enjoy life worry-free and leave legacy wealth for your kids and grandkids
- Are a business owner or C-suite executive with $2-$10MM in investable assets …
- Want to create an investment portfolio resistant to market volatility yet still positioned to compound …
- Want to sleep without thinking about those overnight market swings OR about how inflation is eating away your hard-earned wealth …
- Have read or watched videos about Warren Buffett, Charlie Munger, or other high-quality-compound investors, and thought, YESS, this strategy is for ME …
- Worry about your children’s and grandchildren’s financial futures, what with all the shenanigans playing out in London, NewYork, Washington, etc …
But …
- You’re not sure how to go about it …
- You’d love to ride on the back of a seasoned fiduciary investment expert, who’s been doing this already quite successfully for years (and has a track record to prove it) …
- You knew, you knew, years ago, these inflation spikes were coming … yet you still felt powerless to do anything to protect the wealth you’ve built up …
- You really aren’t sure how to start investing in stocks, given the wild swings in the markets of late …
- You’ve seen some of the fees those investment advisors charge … while getting returns barely any better (and sometimes below) the index …
Then this is for you.
Problem is,those returns only come to those who are:
Not many people fall into either category, of course. But while you can’t script yourself into Category 1 … it is possible to script yourself into Category 2.
And there’s an even bigger problem …
Passive indexes, such as the S&P500 … prevent value discrimination.
That’s a fancy way of saying, When a gold nugget suddenly appears in front of them, the index fund manager cannot just pick it up. There is an “institutional imperative” to closely track an index. They are forced to buy every company in the index (regardless of individual company performance), and therefore provide little added value, despite their added cost.
In reality they are Closet Indexers.
And most individual investors … despite their vehement protestations to the contrary …
… lack the time or skill to research companies and business models deeply.
They have not been trained with the discipline to Stick. With. A. Strategy … when the stock price goes down. They are overcome by price anchoring, fear of loss, recency bias, or other mental biases …
.. and they sell at the worst possible times … which greatly impacts their wealth.
My core concept is that you need your portfolio managed by someone who focuses on investment management, and not a “general wealth manager.”
The average wealth manager is not an investment management specialist. They focus on the “financial planning” side but then put their customers into standardized “cookie cutter” portfolios that all look (and perform) the same.
Who is this for?
If you …
- Earn $1m a year and/or have $2-$15MM in investable assets, with at least 5 years to retirement …
- Have built a business with blood, sweat, and tears … then sold it … and want a way to invest the money in a way that will preserve your hard-earned capital and grow it so you can enjoy life worry-free and leave legacy wealth for your kids and grandkids
- Are a business owner or C-suite executive with $2-$10MM in investable assets …
- Want to create an investment portfolio resistant to market volatility yet still positioned to compound …
- Want to sleep without thinking about those overnight market swings OR about how inflation is eating away your hard-earned wealth …
- Have read or watched videos about Warren Buffett, Charlie Munger, or other high-quality-compound investors, and thought, YESS, this strategy is for ME …
- Worry about your children’s and grandchildren’s financial futures, what with all the shenanigans playing out in London, NewYork, Washington, etc …
But …
- You’re not sure how to go about it …
- You’d love to ride on the back of a seasoned fiduciary investment expert, who’s been doing this already quite successfully for years (and has a track record to prove it) …
- You knew, you knew, years ago, these inflation spikes were coming … yet you still felt powerless to do anything to protect the wealth you’ve built up …
- You really aren’t sure how to start investing in stocks, given the wild swings in the markets of late …
- You’ve seen some of the fees those investment advisors charge … while getting returns barely any better (and sometimes below) the index …
Then this is for you.
Problem is,those returns only come to those who are:
Not many people fall into either category, of course. But while you can’t script yourself into Category 1 … it is possible to script yourself into Category 2.
And there’s an even bigger problem …
Passive indexes, such as the S&P500 … prevent value discrimination.
That’s a fancy way of saying, When a gold nugget suddenly appears in front of them, the index fund manager cannot just pick it up. There is an “institutional imperative” to closely track an index. They are forced to buy every company in the index (regardless of individual company performance), and therefore provide little added value, despite their added cost.
In reality they are Closet Indexers.
And most individual investors … despite their vehement protestations to the contrary …
… lack the time or skill to research companies and business models deeply.
They have not been trained with the discipline to Stick. With. A. Strategy … when the stock price goes down. They are overcome by price anchoring, fear of loss, recency bias, or other mental biases …
.. and they sell at the worst possible times … which greatly impacts their wealth.
My core concept is that you need your portfolio managed by someone who focuses on investment management, and not a “general wealth manager.”
The average wealth manager is not an investment management specialist. They focus on the “financial planning” side but then put their customers into standardized “cookie cutter” portfolios that all look (and perform) the same.
Let me back up a bit …
Investment management is all I’ve done for 24 years.
Straight out of university, I learned how to do Mergers & Acquisitions, and IPOs at Deutsche Bank in London. Managed over $11bn of investments. Did my MBA at Wharton …
Let me back up a bit …
Not true, actually …
It started before that. My father had previously managed the £1 billion real estate portfolio of a sovereign wealth fund in the UK. (Can’t tell you whose money he was managing, but … you’ve heard of them.)
I grew up watching him do the deals, and do them very proficiently.
Watched him read the numbers, and read the people. Who to invest with, and who to avoid with a barge pole. He picked a few very smart, well-connected partners, and stuck to them like glue. It was an education that few people get.
I was incredibly fortunate.
After my MBA, I joined the family business. Helped out with a portfolio of real estate and private businesses. Built and sold a $70m revenue business, amongst others. For the better part of a decade, I kept my eyes peeled for ways to manage the family wealth in a way that:
- Respected the lifetimes of hard work that went into it
- Preserved it
- Grew it for the long term
Simple enough mandate, surely?
It wasn’t.
Mid-level wealth managers, with the greatest of respect … did not, and do not, have the business and life experience to really add value to people in my position.
But very few people and places are set up to manage wealth funds in the $5-20MM range with a view to preserving and growing it. I was going to have to find a way to do it myself.
And I did.
And then something strange started happening.
People in similar situations to me … started asking me to manage their wealth as well.
I couldn’t say no.
So in 2019 … I registered as an investment advisor (with fiduciary duty), moved to New York, and opened up to outside capital. Presto, Alphyn Capital Management Ltd (ACML) was born.
Alphyn is first and foremost a value investor.
We are business analysts and individual stock pickers. We do deep research on the companies we own. We assess their competitive strengths, industries, management, and valuations. Our due diligence is like that of a hedge fund.
Let me back up a bit …
Investment management is all I’ve done for 24 years.
Straight out of university, I learned how to do Mergers & Acquisitions, and IPOs at Deutsche Bank in London. Managed over $11bn of investments. Did my MBA at Wharton …
Let me back up a bit …
Not true, actually …
It started before that. My father had previously managed the £1 billion real estate portfolio of a sovereign wealth fund in the UK. (Can’t tell you whose money he was managing, but … you’ve heard of them.)
I grew up watching him do the deals, and do them very proficiently.
Watched him read the numbers, and read the people. Who to invest with, and who to avoid with a barge pole. He picked a few very smart, well-connected partners, and stuck to them like glue. It was an education that few people get.
I was incredibly fortunate.
After my MBA, I joined the family business. Helped out with a portfolio of real estate and private businesses. Built and sold a $70m revenue business, amongst others. For the better part of a decade, I kept my eyes peeled for ways to manage the family wealth in a way that:
- Respected the lifetimes of hard work that went into it
- Preserved it
- Grew it for the long term
Simple enough mandate, surely?
It wasn’t.
Mid-level wealth managers, with the greatest of respect … did not, and do not, have the business and life experience to really add value to people in my position.
But very few people and places are set up to manage wealth funds in the $5-20MM range with a view to preserving and growing it. I was going to have to find a way to do it myself.
And I did.
And then something strange started happening.
People in similar situations to me … started asking me to manage their wealth as well.
I couldn’t say no.
So in 2019 … I registered as an investment advisor (with fiduciary duty), moved to New York, and opened up to outside capital. Presto, Alphyn Capital Management Ltd (ACML) was born.
Alphyn is first and foremost a value investor.
We are business analysts and individual stock pickers. We do deep research on the companies we own. We assess their competitive strengths, industries, management, and valuations. Our due diligence is like that of a hedge fund.
Successful investors making outsized long-term returns have all learned The Same 5 Things:
A small increase in return, over time, yields big changes in outcome
- Think linearly.
This isn’t so much the old way, as the default in human thinking. We’re not very good at thinking any way other than linearly.
- Think exponentially.
Capital compounded for 30 years at 6% grows by almost 6x. At 10% by a little over 17x, and at 12% by almost 30x. In short, just a 6% return increase results in 5 times your return.
It’s just basic math.
Buy fractional pieces of sturdy businesses
- Speculate.
Buy stocks. Is the stock underpriced? What’s the market done lately? What’s it going to do over the next week? As soon as the price goes up, sell, then wait for it to come back down again.
Let greed be your master.
- Don’t buy stocks.
Buy businesses.
Buy good ideas, well implemented, by honest people, who are in it for the long haul.
Think: Sturdy Castles with Moats.
Invest only in a few deeply-researched companies, but go in big
- Invest in anything underpriced.
Invest in anything underpriced. Watch it like a hawk. Sell when you reach your profit objective.
Don’t get me wrong: There’s value in this strategy. I know people who have succeeded at it incredibly well. But they were trying to create wealth; I’m all about preserving it.
They also were willing to sit in front of a computer many hours a day, watching the prices change by the minute. And they had the temperament to make snap buy/sell decisions, without beating themselves up when things didn’t go their way.
I am neither of those, but more importantly … I don’t need to be.
- Not all businesses are created equal.
Most are quite average, some are terrible, and a few are very good. A minute few are awesome and fantastically-run.
Find those minute few, and invest a LOT in those. Ignore the others.
They also were willing to sit in front of a computer many hours a day, watching the prices change by the minute. And they had the temperament to make snap buy/sell decisions, without beating themselves up when things didn’t go their way.
I am neither of those, but more importantly … I don’t need to be.
Invest in Synthetic Leverage
- When someone hands you a natural advantage,
When someone hands you a natural advantage, always be prepared to lose it. Play safe.
- When you are handed a natural advantage … use it (wisely) before you lose it.
This is my way of saying, Take a leaf out of Warren Buffett’s book. He leveraged GEICO’s (and other insurance companies’) insurance float to his advantage.
This is Synthetic Leverage.
Alphyn is not big enough to use Synthetic Leverage directly.
We can, however, invest in companies that are!
Buy & Hold, long-term, for great compounding
- Time the markets.
Get excited and invest when everyone else is. Panic and sell when everyone else is. When you have too much cash on hand, invest in something, anything.
Volatility is just a necessary evil.
- Buy and hold, for the (very) long-term.(Time measured in decades.)
Take volatility, and take your human emotions and biases, out of the picture entirely. Don’t ignore stock market antics, but don’t pay them much heed either.
A simple computer back test (using portfolio123.com) demonstrates why it works:
From 1999 to 2019, the top 100 companies within the S&P 500 (ranked by highest ROIC) had an average annual return of 10.6%, versus 6.3% for the S&P 500 index.
And had you invested in them only when their valuations were attractive, that figure of 10.6% increases to 11.9%.
Sound trivial?
Sure, over one year, the improvement is trivial.
But over 20 years?
The difference is between a 239% investment growth (for the 6.3% average annual return) and a 847% growth (for the 11.9% annual return).
That’s NOT trivial.
Value investing works.
Volatility doesn’t have to be your necessary evil.
So ... if you
(a) think exponentially,
(b) buy fractions of real businesses,
(c) only buy the highest-quality companies,
(d) use synthetic leverage, and
(e) buy & hold for the (very) long-term ...
… you can (as has Berkshire Hathaway) get investment returns of the order 15x, 20x
and even 30x (which the average investor can’t even dream about).
Successful investors making outsized long-term returns have all learned The Same 5 Things:
A small increase in return, over time, yields big changes in outcome
- Think linearly.
This isn’t so much the old way, as the default in human thinking. We’re not very good at thinking any way other than linearly.
- Think exponentially.
Capital compounded for 30 years at 6% grows by almost 6x. At 10% by a little over 17x, and at 12% by almost 30x. In short, just a 6% return increase results in 5 times your return.
It’s just basic math.
Buy fractional pieces of sturdy businesses
- Speculate.
Buy stocks. Is the stock underpriced? What’s the market done lately? What’s it going to do over the next week? As soon as the price goes up, sell, then wait for it to come back down again.
Let greed be your master.
- Don’t buy stocks.
Buy businesses.
Buy good ideas, well implemented, by honest people, who are in it for the long haul.
Think: Sturdy Castles with Moats.
Invest only in a few deeply-researched companies, but go in big
- Invest in anything underpriced.
Invest in anything underpriced. Watch it like a hawk. Sell when you reach your profit objective.
Don’t get me wrong: There’s value in this strategy. I know people who have succeeded at it incredibly well. But they were trying to create wealth; I’m all about preserving it.
They also were willing to sit in front of a computer many hours a day, watching the prices change by the minute. And they had the temperament to make snap buy/sell decisions, without beating themselves up when things didn’t go their way.
I am neither of those, but more importantly … I don’t need to be.
- Not all businesses are created equal.
Most are quite average, some are terrible, and a few are very good. A minute few are awesome and fantastically-run.
Find those minute few, and invest a LOT in those. Ignore the others.
They also were willing to sit in front of a computer many hours a day, watching the prices change by the minute. And they had the temperament to make snap buy/sell decisions, without beating themselves up when things didn’t go their way.
I am neither of those, but more importantly … I don’t need to be.
Invest in Synthetic Leverage
- When someone hands you a natural advantage,
When someone hands you a natural advantage, always be prepared to lose it. Play safe.
- When you are handed a natural advantage … use it (wisely) before you lose it.
This is my way of saying, Take a leaf out of Warren Buffett’s book. He leveraged GEICO’s (and other insurance companies’) insurance float to his advantage.
This is Synthetic Leverage.
Alphyn is not big enough to use Synthetic Leverage directly.
We can, however, invest in companies that are!
Buy & Hold, long-term, for great compounding
- Time the markets.
Get excited and invest when everyone else is. Panic and sell when everyone else is. When you have too much cash on hand, invest in something, anything.
Volatility is just a necessary evil.
- Buy and hold, for the (very) long-term.(Time measured in decades.)
Take volatility, and take your human emotions and biases, out of the picture entirely. Don’t ignore stock market antics, but don’t pay them much heed either.
A simple computer back test (using portfolio123.com) demonstrates why it works:
From 1999 to 2019, the top 100 companies within the S&P 500 (ranked by highest ROIC) had an average annual return of 10.6%, versus 6.3% for the S&P 500 index.
And had you invested in them only when their valuations were attractive, that figure of 10.6% increases to 11.9%.
Sound trivial?
Sure, over one year, the improvement is trivial.
But over 20 years?
The difference is between a 239% investment growth (for the 6.3% average annual return) and a 847% growth (for the 11.9% annual return).
That’s NOT trivial.
Value investing works.
Volatility doesn’t have to be your necessary evil.
So ... if you
(a) think exponentially,
(b) buy fractions of real businesses,
(c) only buy the highest-quality companies,
(d) use synthetic leverage, and
(e) buy & hold for the (very) long-term ...
… you can (as has Berkshire Hathaway) get investment returns of the order 15x, 20x
and even 30x (which the average investor can’t even dream about).
Now at this stage, you may be thinking …
Why don’t I just … manage my retirement money myself? C’mon, how hard can it be?
There are 3 reasons why not:
1. You are not going to learn this in a week Or a month. Or a year, or two.
- There’s a reason for those tall skyscrapers in New York and Canary Wharf. It’s to house people who study the art and science of investing (and banking, and all that goes with it) full-time, for decades.
- But you need to start investing your retirement money now.
2.It’s more than just one skill, it’s several. Researching stocks.
Researching the companies behind the stocks.
- Studying the financial statements. (Know how to read those?) Studying the management teams. Think reading people is easy? Think again. There’s a reason Kenneth Lay and Bernie Madoff got away with their scandals for so long. People at the top of companies can be really, really good at hiding skeletons in closets.
- Placing the investment. Assessing the returns, year after year. Deciding when to sell.
- Each of these is a distinct skill. Are you going to learn them all quickly?
3. How will you time the markets?
So that you buy low, sell high?
- And avoid the inevitable market crashes? If you think that’s easy, ask anyone who worked in New York or London in 2008-2009. Or lived through 1929, if you can find one.
- The problem with stock-trading your way to success is … You have to be able to time the markets. And few people, very few … are that smart. Not even Warren Buffett or Charlie Munger think they’re that smart. (Nor, I expect, do Messrs Rogers, Soros et al.)
- The smartest investors successfully time the markets by taking time out of the equation.
- If you try to learn investing on your own, late in life, when the risk of failure is high …
- … you are very likely to disappoint yourself, AND the family you seek to provide for.
- You simply cannot succeed at investing in high-quality companies, for the long-term … like we can.
- I have been investing family capital for the long term. I’ve built, honed and used methods the hard way, over a career in the capital markets.
- You are not going to develop the same abilities overnight. You just aren’t.
Now at this stage, you may be thinking …
Why don’t I just … manage my retirement money myself? C’mon, how hard can it be?
There are 3 reasons
why not:
1. You are not going to learn this in a week Or a month. Or a year, or two.
- There’s a reason for those tall skyscrapers in New York and Canary Wharf. It’s to house people who study the art and science of investing (and banking, and all that goes with it) full-time, for decades.
- But you need to start investing your retirement money now.
2.It’s more than just one skill, it’s several. Researching stocks. Researching the companies behind the stocks.
- Studying the financial statements. (Know how to read those?) Studying the management teams. Think reading people is easy? Think again. There’s a reason Kenneth Lay and Bernie Madoff got away with their scandals for so long. People at the top of companies can be really, really good at hiding skeletons in closets.
- Placing the investment. Assessing the returns, year after year. Deciding when to sell.
- Each of these is a distinct skill. Are you going to learn them all quickly?
3. How will you time the markets? So that you buy low, sell high?
- And avoid the inevitable market crashes? If you think that’s easy, ask anyone who worked in New York or London in 2008-2009. Or lived through 1929, if you can find one.
- The problem with stock-trading your way to success is … You have to be able to time the markets. And few people, very few … are that smart. Not even Warren Buffett or Charlie Munger think they’re that smart. (Nor, I expect, do Messrs Rogers, Soros et al.)
- The smartest investors successfully time the markets by taking time out of the equation.
- If you try to learn investing on your own, late in life, when the risk of failure is high …
- … you are very likely to disappoint yourself, AND the family you seek to provide for.
- You simply cannot succeed at investing in high-quality companies, for the long-term … like we can.
- I have been investing family capital for the long term. I’ve built, honed and used methods the hard way, over a career in the capital markets.
- You are not going to develop the same abilities overnight. You just aren’t.
Here’s what is going to happen when you work with us:
You will have a Solid investment plan.
Behavioral biases that impair performance during times of stress … will be neutralized.
Your capital will be positioned to grow responsibly, long-term, through investments primarily in high-quality, well-managed companies with defensible competitive advantages.
You will have Synthetic Leverage.
You will have access to the capital you accrue, and income when you need it.
You will be leveraging the compound effect.
Here’s what is going to happen when you work with us:
You will have a
Solid investment plan.
Behavioral biases that impair performance during times of
stress … will be neutralized.
Your capital will be positioned
to grow responsibly, long-term, through investments primarily in
high-quality, well-managed
companies with defensible
competitive advantages.
You will have
Synthetic Leverage.
You will have access to the
capital you accrue, and
income when you need it.
You will be leveraging the
compound effect.
“So, how does it work?”
Before, you picked stocks you hoped were good quality, at a low price, and hoped the price would rise as fast as possible, because you’re in a hurry to get rich.
But now … you’ve taken action that makes getting rich slowly … very probable.
Before, you were really just … speculating
But now … you’re not gambling at all, but buying fractions of companies of honest, talented, focused people.
Before, you had several skills that you had to master quickly, late in life, to have any chance of decent returns.
But now … none of those skills are necessary, because you’re investing in people who’ve already mastered them.
Before, you had to time the markets to have any chance of a decent return.
But now … bull and bear markets are less relevant.
Before, you were at the mercy of your emotions and inbuilt human biases, which sabotaged you whenever you had a decision to make.
But now … you’ve taken all those emotions and biases out of the equation.
Before, you had no natural advantages in the investing game.
But now … you are investing in real businesses, with real synthetic leverage
Before, you were limited by your own linear thinking.
But now … you are making investments that are based on exponential thinking.
Now, if you’re sure you really want to manage your retirement savings yourself …
Monitoring the stock markets every hour …
Researching stocks and companies every day …
Making decisions to buy and sell every day …
You can.
You absolutely can.
BUT ... you will have sleepless nights …
AND you will kick yourself when you fail to capitalize on opportunities, or make decisions
that lose money …
“So, how does it work?”
Before, you picked stocks you hoped were good quality, at a low price, and hoped the price would rise as fast as possible, because you’re in a hurry to get rich.
But now … you’ve taken action that makes getting rich slowly … very probable.
Before, you were really just … speculating
But now … you’re not gambling at all, but buying fractions of companies of honest, talented, focused people.
Before, you had several skills that you had to master quickly, late in life, to have any chance of decent returns.
But now … none of those skills are necessary, because you’re investing in people who’ve already mastered them.
Before, you had to time the markets to have any chance of a decent return.
But now … bull and bear markets are less relevant.
Before, you were at the mercy of your emotions and inbuilt human biases, which sabotaged you whenever you had a decision to make.
But now … you’ve taken all those emotions and biases out of the equation.
Before, you had no natural advantages in the investing game.
But now … you are investing in real businesses, with real synthetic leverage
Before, you were limited by your own linear thinking.
But now … you are making investments that are based on exponential thinking.
Now, if you’re sure you really want to manage your retirement savings yourself …
Monitoring the stock markets every hour …
Researching stocks and companies every day …
Making decisions to buy and sell every day …
You can.
You absolutely can.
BUT ... you will have sleepless nights …
AND you will kick yourself when you fail to capitalize on opportunities, or make decisions
that lose money …
Here is what you get with us:
- A seasoned investment manager, whose whole mission is to respect, preserve, and grow your capital.
- Warren Buffett’s investment philosophy, in action
- Fractional ownership of some of the best-run companies in the world … some of whom are Private Equity Funds themselves (so not available to the average investor)
- A choice of investing in the same companies I do, OR, some of those same Private Equity Fund managers directly - I can provide access to some of them and quite happily refer my clients to them if so requested (be warned - they charge more than I do 😀)
- Real-time access and full transparency to your accounts
- Monthly reporting
- Quarterly updates on the market and investment performance
Instead of paying 1-2% per year (plus 15-20% for performance), like many hedge fund managers do …
We are offering this to you for a flat 1% of assets under management per year.
All you have to do is book a free, no-obligation introductory call, where we learn more about your unique financial circumstances and goals. We then come up with an investment plan to meet your needs.
If you choose to come aboard, we will send you:
- An investment agreement
- A link to open a new account with Interactive Brokers
(a large and well known American multinational custodian
and brokerage)
Once your account is funded … we start managing your assets!
We provide real time access and full transparency to your
accounts, monthly reporting and a quarterly update on the
market and investment performance.
The next step for you is to Book an Introductory Call.
Here is what you get with us:
- A seasoned investment manager, whose whole mission is to respect, preserve, and grow your capital.
- Warren Buffett’s investment philosophy, in action
- Fractional ownership of some of the best-run companies in the world … some of whom are Private Equity Funds themselves (so not available to the average investor)
- A choice of investing in the same companies I do, OR, some of those same Private Equity Fund managers directly - I can provide access to some of them and quite happily refer my clients to them if so requested (be warned - they charge more than I do 😀)
- Real-time access and full transparency to your accounts
- Monthly reporting
- Quarterly updates on the market and investment performance
Instead of paying 1-2% per year (plus 15-20% for performance), like many hedge fund managers do …
We are offering this to you for a flat 1% of assets under management per year.
All you have to do is book a free, no-obligation introductory call, where we learn more about your unique financial circumstances and goals. We then come up with an investment plan to meet your needs.
If you choose to come aboard, we will send you:
- An investment agreement
- A link to open a new account with Interactive Brokers (a large and well
known American multinational custodian and brokerage)
Once your account is funded … we start managing your assets!
We provide real time access and full transparency to your
accounts, monthly reporting and a quarterly update on the
market and investment performance.
The next step for you is
to Book an
Introductory Call.
Word of warning, however:
We are not Fidelity.
We are not E-TRADE, or any big investment house.
Given the amount of deep research we do on investments … we only have capacity for 10 Introductory Calls per month.
We are also limited on the total number of clients we work with at any one time.
If you are serious about managing your wealth responsibly for the long term … please grab your spot or you’ll “miss out”. So if anything I have said rings a bell for you … Act now.
I don’t want to have to say Sorry, we can’t take you on right now.
And of course, FINRA rules expressly forbid us from making any kind of guarantee …
We can, however, say the following:
- Unlike most hedge funds, we do not have “lockups” for your money.
- We have highly-aligned interests, as I have invested the majority of my own net worth in Alphyn’s master portfolio.
- The investor portal is transparent as to your holdings.
- You can stop investing with us at any time.
- Also, unlike many independent financial advisors, we do not charge a setup or initial financial planning fee, which can run $1,000-$3,000. We want a long term prosperous relationship with you and your family.
Word of warning, however:
We are not Fidelity.
We are not E-TRADE, or any big investment house.
Given the amount of deep research we do on investments … we only have capacity for 10 Introductory Calls per month.
We are also limited on the total number of clients we work with at any one time.
If you are serious about managing your wealth responsibly for the long term … please grab your spot or you’ll “miss out”. So if anything I have said rings a bell for you … Act now.
I don’t want to have to say Sorry, we can’t take you on right now.
And of course, FINRA rules expressly forbid us from making any kind of guarantee …
We can, however, say the following:
- Unlike most hedge funds, we do not have “lockups” for your money.
- We have highly-aligned interests, as I have invested the majority of my own net worth in Alphyn’s master portfolio.
- The investor portal is transparent as to your holdings.
- You can stop investing with us at any time.
- Also, unlike many independent financial advisors, we do not charge a setup or initial financial planning fee, which can run $1,000-$3,000. We want a long term prosperous relationship with you and your family.
So in summary, you get:
A seasoned Value Investment Manager, who will respect, preserve, and grow your capital.
Real-time access to your account
An investment strategy modeled on Warren Buffet’s teachings, and applied to your money
Monthly reporting
Investment access to brand name private funds that are just not available to the average investor
Quarterly updates on the market and investment performance
All you need to do is Book an Introductory Call.
Don’t delay!
To happy retirement, and growing generational wealth!
Samer Hakoura
So in summary, you get:
A seasoned Value Investment Manager, who will respect, preserve, and grow your capital.
Real-time access to your account
An investment strategy modeled on Warren Buffet’s teachings, and applied to your money
Monthly reporting
Investment access to brand name private funds that are just not available to the average investor
Quarterly updates on the market and investment performance
All you need to do is Book an Introductory Call.
Don’t delay!
To happy retirement, and growing generational wealth!
Samer Hakoura
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