Resources & News

2024 Q2 Newsletter – Macro & Markets

“Only when the tide goes out do you learn who has been swimming naked.” Warren...
Read More

2024 Q1 Newsletter – A Revolutionary Approach to Tax-Efficient Investing

“…in this world nothing can be said to be certain, except death and taxes.” –...
Read More

2023 Q4 Newsletter – Macro & Markets

At their December meeting, the Federal Reserve signaled a notable change in monetary policy, suggesting...
Read More

Our Assessment of Private Equity and Private Credit

The landscape for private investments is rapidly changing. While not entirely discounting the value of...
Read More

Market Forecasts:
Separating Fact from Fiction

We critically examine the accuracy of market forecasters, revealing a significant deviation between their predictions...
Read More

Our Approach to Equities

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

Our Core Philosophy

Adopting a resilient approach and maintaining discipline are key to achieving successful investment outcomes. Our...
Read More

2023 Q3 Newsletter – Private Markets: Buyer Beware

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

2023 Q2 Newsletter – AI: Revolution or Bubble?

“The development of AI is as fundamental as the creation of the microprocessor, the personal...
Read More