Awards & Recognition
★CFA designation since 1994
★Served as President of CFA Society of St. Louis (2006-2007)
★Board member of CFA Society of St. Louis since 2002
★PSN Top Guns recognition awarded November 18, 2025
Notable Facts
→President and CIO of Semper Augustus Investments managing $869.6M in assets
→30+ years of professional investment experience with value-driven approach
→Founded firm in 1998 during dot-com bubble, named after tulip mania reference
→Known for detailed annual letters that have become must-read material for value investors
→Regular commentator on Berkshire Hathaway and Warren Buffett investment philosophy
→Active on Twitter/X with market commentary and analysis
→Manages concentrated equity portfolios focused on undervalued businesses