How to Actively Add Value

Maybe we just need to be more open – more transparent about our ability?
Read More

What Needs to Change?

Do individual investors need to change and invest like endowments?
Read More

Don’t Put Yourself in a Corner

Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA  “You […]
Read More

The Triumph of Hope Over Experience ?

Before investing more in Venture Capital and Private Equity, would investors be wise to spend more time on reports like these?
Read More

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.
Read More

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?
Read More