Jesse v. John Maynard: Why Smart Investors Disagree So Profoundly About What Markets Are Telling Us Download white paper here EXECUTIVE SUMMARY In this paper we ask ourselves how it can be that the world’s smartest… Read more
What Are You Buying When You Buy Emerging Markets? The box labeled “EM” is no longer the thing most investors think they own. Increasingly, it is a concentrated bet… Read more
Jesse v. John Maynard: Why Smart Investors Disagree So Profoundly About What Markets Are Telling Us Download white paper here EXECUTIVE SUMMARY In this paper we ask ourselves how it can be that the world’s smartest… Read more
Benchmarking: Compared to What? Part 2 A thoughtful approach to measuring relative portfolio performance – Part 2 Read more
Compared to What? – Benchmarking 101 A thoughtful approach to measuring relative portfolio performance – Part 1 Read more
Chinese Private Markets Likely to Suffer from Slowing Entrepreneurship The extraordinary rise and more recent constraints on entrepreneurialism in China and considers its implications for Chinese private markets Read more
