COVID-19 Update

An update on steps we take to prepare for potential business disruptions such as ones that might occur due to COVID-19.
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Relative Alpha®

An investment strategy that produces consistent Relative Alpha®.
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Bungled Benchmarking

When comparing different types of investments, check to make sure apples are not oranges.
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The Triumph of Hope over Experience ?

Before investing more in Venture Capital, would investors be wise to spend more time on reports like these?
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Fallible Forecasts?

With so much evidence against the use of forecasts, why do investors waste their time listening to them? Maybe the best investors don’t.
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Cash Flow – Nothing More

Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
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