What We Do
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Who We Are
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How We Invest
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Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Holiday Colors
December 24, 2018
Preston McSwain
Investment professionals and financial commentators are not immune.
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Private Persistence That Just Ain’t So?
November 12, 2018
Preston McSwain
Do some private investment presentations overstate the performance persistence of top funds?
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The Good Lehman Brothers Story
September 15, 2018
Preston McSwain
My Good Story from the inside as Managing Director on the day that Lehman Brothers fell.
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Who Is Passive?
June 24, 2018
Preston McSwain
Which strategy would you call active versus passive?
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Who Is Active?
June 24, 2018
Preston McSwain
Here’s my story.
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Why We Don’t Make Forecasts
April 4, 2018
Preston McSwain
How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
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