About
Managing $1.55M in live equity capital at FGCU's Eagle Fund, generating 230 bps of S&P 500 outperformance. Founder of the Business Ethics Society and the Alternative Investing Club. Board member at Little Angels Worldwide. Building DB Capital, systematic, factor-based strategy targeting the Russell 2500.
Portfolio
A practitioner's record built across live markets, student organizations, and community leadership; from managing institutional equity capital to founding clubs that expand financial literacy and ethical leadership on campus.
Strategy
DB Capital is a systematic, long-only equity strategy targeting the Russell 2500 universe. The approach scores each stock on four factors: FCF Yield, Gross Margin T12M, EPS Revisions 3M, and P/E Inverted, combined into a single composite score, rebalanced monthly. Position sizing is proportional to factor conviction, with a hard cap on individual weights to limit idiosyncratic risk. The portfolio targets 40 to 50 holdings and is benchmarked against the Russell 2500 Total Return Index.
Factor Model Weights
Performance Track Record
| Month | DB Capital | Russell 2500 | Relative Outperformance |
|---|---|---|---|
| March 2026 | +1.18% | -5.20% | +6.38% |