Insights
Quality Compounding in a Hot-Stock World
While the market chases speculative trends and momentary winners, high-quality companies are building value quietly and letting time do the...
Turning Savings into Reliable Monthly Income in Retirement
As featured in November edition of Equity. View the original article here. After years of working, paying off the mortgage and...
Keeping your retirement income working harder as costs rise
As featured in The Senior. View the original article here. Rising living costs have made it harder for retirees to maintain...
Energy saved is energy generated
Amory Lovins, the founder of think-tank the Rocky Mountain Institute (RMI) and adjunct professor at Stanford University, is fondly known...
The Case for Diversification: What Manager Dispersion Tells Us About Private Equity Returns
Are investors missing more of the growth story than ever before? Over the past two decades, the global equity landscape...
The Blueprint for Private Equity: Building with the Middle Market
Takeaways 1. Vast Market with Supply & Demand Imbalance The middle market dominates private equity deal flow but remains structurally...
Decoding the Secondary Middle-Market: What It Means and Why It Matters
“Middle-market secondaries” are showing up in more manager pitchbooks—but what lies beneath the label? As the term gains traction, its...
ESG Isn’t a “Nice to Have” – It’s a Business Imperative
ESG is no longer just a feel-good label. Why? Because ignoring ESG today means ignoring risk, reputation, and returns tomorrow....
Quality-Growth Investing: Digging in the Right Sandbox
For us to consider investing in a company, the underlying business must first meet four key criteria. As quality-growth investors,...