Two Enduring Legacies, One Oracle’s Exit, and “Buffett’s Alpha”
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through…
Rethinking the Institutional Mandate: A Compilation from Enterprising Investor
Institutional investors are operating in an environment where traditional approaches are under…
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals:…
Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks
Asset owners have dramatically increased their allocations to private markets over the…
