About

From viticulture to equity trading.

Why the site is named what it's named, and who's writing it.

I spent five vintages on the production side of premium California wine before moving into markets. Noticing nuance in vine morphology, climate conditions, and sensory clues to grow grapes translates directly into my love of equity due diligence.

"Rootstock" is the part of a vine that determines what it can actually withstand in varying growing conditions. Choosing the right rootstock is critical to grape growing, just like choosing the right securities is quintessential to achieving alpha in the public markets.

This is a ledger of my stock selections and performance. Nothing here is investment advice; it's a working record to judge my performance as a portfolio manager.

  • EducationMBA, David Eccles School of Business, University of Utah
  • EducationBS, Wine and Viticulture — Cal Poly, San Luis Obispo
  • CredentialCMT Level 1 — cleared
  • CredentialCMT Level 2 — candidate
  • FocusTechnical structure + event-driven strategies
  • Based inSalt Lake City, UT