3 INDEXED REFERENCES1986–20153 SHOWN FREE
Judging managers on candor, capital-allocation skill, and whether they act like owners.
SELECTED REFERENCES
2015 · Documented public record
Talks at Google 2015
Decision — Maintained >40% of AUM in family-controlled firms (“avoid agency costs at all costs”). Context: Google 2015 talk + Ivey decks. Outcome (known): Structural — visible in 13F concentration (GOOG ~12%, BRK-A, PM, MA, Richemont).
2010 · Documented public record
SEC EDGAR 13F run
Decision — Held Alphabet, Philip Morris, Mastercard, Richemont concentration book. Context: Filing-level record via EDGAR CIK 860643. Outcome (known): Q2 2026: $8.93B across 86 holdings.
1986 · Documented public record
Latticework 2022 transcript
Decision — Initiated Nestlé position. Context: Tenure data per Latticework 2022. Outcome (known): Held ~40 years; capacity-to-suffer exemplar.
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