About Me

I’m a full-time equity fund manager. This means I look at lots of publicly listed companies and try to profit from them by finding undervalued opportunities and a reason why they should (start to) move in the right direction. It’s similar to a full-time treasure hunt.

I started my career in Corporate Finance, analyzing and valuing private companies, doing lots of financial modelling and working very long hours. At some point I discovered that it was much more interesting and fun to apply my skill-set to public companies. Most importantly, I never finish to learn something new. I also discovered that it’s often difficult for non-financial friends and family to understand what I’m doing all day; hence this blog.

If you wish to discuss some of the posts / ideas or have any feedback for my site (either positive or negative), feel free to email me directly at contact@toffcap.com.

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Fund managers. We look at LOTS of companies and industries, and like to write about them; some are good, others bad. We share research and (many) event-driven ideas.



Financial markets aficionados. We like to write about finance, markets and great / funny / ugly companies. Tag along for research on companies and event-driven ideas.