Nathanson Pearson invests in a diversified mix of asset classes. We maintain a strong awareness of
- what we are good at, and what we are not
- how we want to spend our time (our most precious asset), and what others can do as well or better than us
- what we understand well
These factors drive investment decisions.
“There is no problem in computer programming that cannot be solved by an added level of indirection” – Maurice Wilkes
“There is no performance problem that cannot be solved by eliminating a level of indirection” – Jim Gray
Applying these principles to the world of investment:
- we are not ‘pickers’, but have a strong network of others who devote their time to being excellent ‘pickers’;
- we are not greedy, because everyone deserves to be rewarded in a way commensurate with what they bring to a deal;
- we are lean, because we go deep into what we know rather than rely on shallow internal across a wider set of asset classes
We have good deal flow in the entrepreneurial risk asset class, and in some niche alternatives. We share ideas regularly with like-minded investors once we get to know each other.