Resources & News

2024 Q3 Newsletter – The Futility of Forecasting: Why Long-Term Discipline Trumps Short-Term Speculation

In today’s fast-paced world, there’s a common obsession with trying to forecast the future –...
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2024 Q2 Newsletter – Macro & Markets

“Only when the tide goes out do you learn who has been swimming naked.” Warren...
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2024 Q1 Newsletter – A Revolutionary Approach to Tax-Efficient Investing

“…in this world nothing can be said to be certain, except death and taxes.” –...
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2023 Q4 Newsletter – Macro & Markets

At their December meeting, the Federal Reserve signaled a notable change in monetary policy, suggesting...
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Our Assessment of Private Equity and Private Credit

The landscape for private investments is rapidly changing. While not entirely discounting the value of...
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Market Forecasts:
Separating Fact from Fiction

We critically examine the accuracy of market forecasters, revealing a significant deviation between their predictions...
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Our Approach to Equities

Explore our investment approach where we leverage collective market wisdom to outperform traditional benchmarks. Our...
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Our Core Philosophy

Adopting a resilient approach and maintaining discipline are key to achieving successful investment outcomes. Our...
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2023 Q3 Newsletter – Private Markets: Buyer Beware

“It’s better to debate a question without settling it than to settle a question without...
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