Hiding in Plain Sight: Accounting for Capex
In both public and private markets, investors often rely on EBITDA and…
AI in Investment Management: 5 Lessons from the Risk Frontier
Artificial intelligence is transforming how investment decisions are made, and it is…
Quarterly Earnings: Signal vs. Noise, Cost vs. Benefit
With the White House downplaying the value of quarterly reporting for companies,…
When the Fed Cuts: Lessons from Past Cycles for Investors
The Federal Reserve’s rate cuts in 2024 reignited a debate familiar to…
Coaching Investors Beyond Risk Profiling: Overcoming Emotional Biases
Risk profiling is supposed to match an investor’s portfolio with both their…
From Inefficiency to Alpha: Europe’s Lower Mid-Market Opportunity
Private credit in Europe’s lower mid-market offers something increasingly rare: structural inefficiency…
Book Review: Rethinking Investing: A Very Short Guide to Very Long-Term Investing
Rethinking Investing: A Very Short Guide to Very Long-Term Investing. 2025. Charles…
Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy
Abraham Lincoln, a lawyer and the sixteenth president of the United States,…
The Geopolitical Hedge Investors Overlook: Rare Earths
When China restricted exports of gallium and germanium in 2023, markets were…
5 Conversations to Test Whether Your Asset Manager’s AI Adds Value
Artificial intelligence is hot and transformative, reaching far beyond tech into the…
