Daniel Grioli is an investor, portfolio manager, strategist, educator, student and author. He founded Grioli & Co in September 2017.
He spent 10 years allocating capital on behalf of superannuation (pension) funds. His responsibilities included asset allocation, portfolio construction and fund manager research.
Daniel’s career as an allocator gave him a terrific vantage point from which to explore a wide variety of investments.
He learned that what separates the best investors from the rest is temperament. It’s what helps investors to be disciplined – sticking to an investment process that promotes good decision-making.
Investors can’t control the future. So, they need to focus on what they can control. That’s why successful investors focus on process and not outcome.
This realisation prompted Daniel to focus on psychology, behavioural economics and decision theory.
It’s also what pushed Daniel to found Grioli & Co, a firm dedicated to maximising client value-for-money. Most investment institutions are riddled with office politics, bureaucracy and conflicts of interest. All of which spoil investment decisions.
Daniel is now focused on maximising net-of-fee, risk-adjusted investment returns for his clients.
He is currently enrolled in the Graduate Diploma of Psychology program at the University of Melbourne. Daniel completed the Behavioural Economics and the Modern Economy program at the London School of Economics in 2016.
He has a Bachelor of Business from RMIT. Daniel holds a Master of Applied Finance from Kaplan/FINSIA. He is a Certified Investment Management Analyst (CIMA).
Daniel completed the Value Investing program at the Columbia University Graduate School of Business in 2015.The program teaches the methods of equity analysis and valuation pioneered by Benjamin Graham and practiced by many successful value investors, including Warren Buffett.