Informed Decisions Drive Better Outcomes

What Makes a Good Private Equity Investment?

Private equity offers an attractive avenue for individual investors looking to broaden their investment portfolio and access the promise of private sectors. However, private equity is not a...

Investing in Private Equity

Private equity (PE) refers to a form of capital investment made into private companies, or into the privatization of public companies, with the goal of obtaining a significant return on investment.

Alternative investments

In today's unpredictable investment landscape, finding ways to diversify one's portfolio has become increasingly important. While traditional investments such as stocks and bonds offer stability,...

The Three Drivers of Equity Returns

To paraphrase Howard Marks, there is no asset so good that it can’t become a bad investment at too high a price. Our dual investment mandate is to compound...

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

2016 Year-End Summary

"Anyone who isn't confused doesn't really understand the situation." -Edward R. Murrow

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...

What If I Bought Apple…

There is a tendency, even among those who have owned Apple, to daydream about having jumped on board even earlier: "But what if I had bought Apple right after its IPO in 1980?!"

Risk Is Counterintuitive: Avoid Following the Herd

Fear of the unknown is an instinct that helps us survive, but acts against our better judgment as investors. It pushes us toward the perception of safety....

“The Market Is at an All-Time High…” What Does this Mean for Investors?

"On a daily basis, the S&P 500 trades at an all-time high 7% of the time and trades within 5% of an all-time high 36% of the time. This means that on 43% of all days, since the S&P 500’s...

Emerging Markets Overview

“Emerging markets” is an asset class of developing countries that share little in common geographically, economically, or in size. What does unite them is higher expected returns and higher...

The Power of Compound Interest

Albert Einstein called compound interest "the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it."