RE: Greg Alexander10 Jun 2020 21:29
Greg Alexander is impossible to find information about. When I asked Roger Lowenstein, a director of SeqouiaFund about Greg in a recent interview, he stated: "I know Greg. I think Warren is right. He’s a great investor, but as Sequoia director I am not going to comment on Greg personally."
I don’t know anything about Greg Alexander, except that he works for Ruanne, Cunniff and the Sequoia fund. When Buffett shuttered his original partnerships – this is where he suggested that investors put their money. Bill Ruane was till alive then, though, and was widely considered to be leading the charge over there. Alexander has been with the firm since 1985. If Buffett is that impressed with him, I assume he’s a rare talent. This is from a 1996 letter to shareholders, written by Bill Ruane:
“Twelve years ago, Greg Alexander joined us out of Yale where, despite his economics degree, it appears that he spent most of his time reading annual reports. He is highly creative and still spends at least eight hours a day consuming annual reports. I don’t know anyone who processes more ideas with greater analytical depth and he is excellent at cutting through to the heart of an issue. He is a master of chewing through immense detail to reach original insights and judgments about our portfolio companies.”)