Category: Featured
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Institutional Investors
Pension funds, sovereign institutions and asset managers answer to people who depend on them. So do our conclusions. Pension funds, public and sovereign institutions and large asset managers answer to people who rely on them: beneficiaries, boards, regulators. They cannot afford to be wrong in ways they can’t explain. That is the standard we hold…
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Insurers
An insurer’s promise runs for decades. We ask what happens when a portfolio’s assumptions stop holding. An insurer’s promise is a long one. The money has to be there when claims come, sometimes many years later, and it has to hold up in markets that aren’t kind. Regulation shapes every decision, and rightly so. That…
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Private Credit
For investors who ask hard questions and want the reasoning. Our Insights show how we think, doubts included. Some individual investors have experience and have done their homework. They don’t want slogans. They want to see the reasoning, and they ask hard questions. We like those people. For now, that is what our Insights are…
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Family Offices, Endowments & Foundations
Capital with a purpose beyond itself needs patience. We study what takes decades to pay off, not a quarter. These investors look decades ahead, sometimes beyond their own lifetimes. The money often serves something bigger than itself: a family’s legacy, a university’s future, a cause that must be funded year after year. We understand that…
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The Power Of One
For no monarchy is so absolute, but it is circumscribed with laws; but when the executive power is in the law-makers, there is no further check upon them; and the people must suffer without a remedy, because they are oppressed by their representatives. If I must serve, the number of my masters, who were born…
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The House On The Borderland
Right away in the west of Ireland lies a tiny hamlet called Kraighten. It is situated, alone, at the base of a low hill.