Founders Background

The Founder has more than two decades of experience in the capital-intensive oil and gas industry, working across global portfolios where capital allocation, risk management, winning investments pay for the losing, and long-duration decision-making were central to value creation. 

Over the same period, he has studied and applied the Kelly criterion and related capital-allocation frameworks across a range of real-world settings, consistently finding that disciplined position sizing and risk control can create meaningful incremental value over time. 

This platform reflects that operating, governance, and capital-allocation perspective applied to public-market investing — published as independent research and illustrative frameworks, not personalised advice.