Waldorf Education and Investment Management: A Distinctive Personal Journey

My journey through Waldorf education spans from kindergarten through twelfth grade. This unique educational experience has shaped my capacities as an entrepreneur, research analyst, portfolio manager, and investment advisor. It has influenced the way I perceive and interact with the world of investment research and security selection. 

How my Waldorf Background Helps with Investment Research

Personal Main Lesson Book from early elementary school (Great Barrington, MA).

Waldorf Education aims to nurture the whole child, promoting creativity, critical thinking, imagination, and responsibility. These tenants of Waldorf Education serve to cultivate an enduring curiosity, essential for engagement with complexity. They inform my understanding of market trends and pivotal shifts in portfolio companies, and allow me to engage in independent analysis, and to embrace ambiguity. I specialize in investment analysis of companies undergoing change and transformation, recognizing shifts that mainstream investment approaches tend to overlook.  At Cimarron Capital Management, LLC, corporate transformations are perceived as opportunities rather than obstacles to be shunned. 

Applying Holistic Thinking to Investment Analysis

I specialize in companies undergoing change and transformation. My skills in making informed decisions before the transformation is recognized in the market has proven invaluable. In the realm of stock picking, and investment research, the holistic thinking ingrained in me from my Waldorf Education has taught me the importance of considering a wide array of interrelated variables. From market trends and economic indicators, to company culture and corporate governance, a thorough and multi-dimensional analysis is ensured. This leads to more informed and nuanced investment decisions.

High School Main Lesson Book. Beowulf remains near and dear to my heart.