About the author

moatshark is built and run by a chartered accountant who spent more than twenty years in finance and data, and retired from it at 42.

Chartered accountant (ICAS, the Institute of Chartered Accountants of Scotland).
More than twenty years in UK accounting, finance and data, including senior roles at a FTSE 250 company.

Why moatshark

I manage my own money as an owner of businesses, using the filings of investors I admire as a starting point. The free tools for following them were thin, showing a 13F and stopping there, and on a phone they were hard to read past the adverts. moatshark adds what I wanted to see, like the fund holdings a 13F leaves out, the managers’ own trades since their last filing, and look-through earnings. I also wanted to show how much people lose to fees without noticing. My approach is in three rules.

What moatshark isn’t

I’m not a regulated financial adviser, and nothing on this site is a personal recommendation. moatshark has no connection with any manager it shows. The data comes from public SEC filings, and the methods are explained in how moatshark works. Spotted a mistake? Tell me.