After decades of analyzing financial-industry metrics and more than 50 years of market data, we are living through an extraordinary period of technological and market transformation. We are also navigating opportunities that simply did not exist in previous...
As disciplined investors who have been active in the financial markets for more than two decades, we recognize the critical importance for institutional investors of allocating capital through disciplined, rule-based strategies designed to effectively manage risk....
Paradise means something different to all of us and for those ingrained in the financial markets New York City has always been top of the list for a variety of reasons, though times are changing and it’s both interesting and exciting to see South Florida (Miami and...
When we remember being kids visiting amusement parks or maybe having a special birthday with certain characters there was always a theme. Nowadays we’re seeing a lot of buzz around thematic investing which has been covered widely and we have a unique take that we’re...
It’s usually smooth sailing when the world is predictable yet becomes like a ship in rough seas when things occur that are outside of our control – like conflicts around the world. Adversity is not the exception but the rule in life and business, and the investor must...
