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
Apples & Oranges: Are developed foreign equity markets as inexpensive as they appear? “Apples & Oranges” explores valuation differences between US stocks (S&P 500) and developed non-US stocks (EAFE) to see if the… Read more
Is the Glass Half Full? Markets trade in cycles and, as most of you know, it is presently our view is that we are entering… Read more
