About Me

I am a better version of myself today than I was yesterday. A voracious reader and a quick learner. Passionate about financial markets, business and investing.

An investor, entrepreneur and thinker. A follower of Seth Klarman, Howard Marks, Ben Graham, Phil Fisher, and Michael Mauboussin. I believe in long-term, concentrated, contrarian investing.

I hold two Honours degrees and a Master’s degree in Forensic Accountancy. I am a CA(SA) and CFA charterholder. I currently work at a hedge fund in Sandton as an L/S equity analyst, covering industrials, real estate, telcos, luxury goods and tobacco.

I use my questioning mind, honed through forensic studies, together with in-depth financial statement analysis experience to interrogate portfolio companies.

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ruan@ruankoch.com