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Thank you to all my colleagues at Duke University Management Company. Your experiences and insights have made me a better investor and keep me thinking in new ways. Special thanks to Neal Triplett, CIO, and the direct investments team (John Burkert, Brandon Gall, Ian Jennings, and William Hockett) for their insights and camaraderie in battling the markets on a daily basis.

Thank you to John Pinto, my cofounder and partner at Brightleaf Partners. Running a small cap hedge fund for seven years that culminated in the extreme volatility of the great financial crisis should have been enough to force us both into retirement, but you never stopped looking for the next great idea. Your enthusiasm for investing is unparalleled.

Thank you to all my Duke students for keeping me young and curious, which is important in a profession in which the turmoil of the markets can make you old and fatalistic fast.

Last, thank you to my family—Suma, Kiran, Morgan, and Dylan—for always being the brightest part of my life.