A small, private firm.
One portfolio. One philosophy.

Founder & Chief Investment Officer

I grew up across Europe, the Middle East, and India -- an early education in how economies, cultures, and institutions differ and evolve. I later moved to the United States, completed a master's degree at the University of North Carolina, and began investing in technology businesses while still a student.

My professional career spanned consulting and technology leadership, culminating in a senior role within Microsoft's Data and AI organization. Throughout, investing was a parallel pursuit. Over more than two decades I studied businesses, markets, and capital allocation while building and managing my own portfolio.

At some point it became clear that the most valuable thing I could do with my time was the thing I had been doing in parallel for two decades. The move to full-time investing was not a departure from a career -- it was an arrival at one. I founded Aeternia Capital to run that practice as it deserves to be run: one portfolio, one decision-maker, fully accountable for the capital it manages, with the same discipline and long-term orientation I had practised privately for years.

Aeternia draws from the Latin aeterna — eternal. It reflects a simple orientation: capital should not be managed for noise, fashion, or quarterly approval, but for endurance across cycles. The aspiration is to build a way of thinking and investing that is durable enough to move through change without being governed by it.

The mark depicts a ring of light emerging from shadow — a partial eclipse. An eclipse is the moment when something immense briefly obscures the light, and yet the light endures. In markets, the most important opportunities often appear in partial darkness: during dislocation, uncertainty, and moments when consensus has not yet adjusted. The open ring is not a closed seal. It suggests movement, rare alignment, and capital positioned for both patience and possibility.

The work of the investor is not to eliminate uncertainty. It is to preserve the ability to act within it.

Buffett and Munger established the primacy of exceptional businesses compounding capital over time. Druckenmiller demonstrated the power of adaptability, concentration, and asymmetric positioning. Austrian economics reinforced the importance of incentives, capital cycles, and second-order effects. Taleb and Spitznagel exposed the fragility of conventional portfolio construction and the case for convexity and resilience.

Equally formative were the lessons from investing through multiple market cycles and periods of both success and error: long-term wealth creation requires durable compounders and protection against permanent capital impairment.

Long-term thinking is rare.
Worth talking about.

If you share a similar perspective on markets, capital, or the businesses shaping the next decade, we welcome the conversation.

Get in touch →