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  • surprisingly popular May 2, 2017

  • site visits Apr 25, 2017

    The worth of due diligence visits to companies or asset managers depends greatly on the structure of the interactions and your willingness to surface the flaws in the stories you hear.

  • circles of risk Mar 13, 2017

    From the analysis of an individual security to the behavior of the market and the functioning of asset management firms, anticipatory risk management is essential to good long-term performance.

  • point of view Feb 7, 2017

    A trip to the theater leads to some thoughts about the incomplete picture that we get from our own limited perspective.

  • the investment ecosystem Dec 6, 2016

    The conditions are in place for some big changes in the investment industry environment over the next few years. Will you be ready?

  • watching the flows Oct 20, 2016

    The cash flows moving from manager to manager and strategy to strategy get plenty of attention, but some important aspects of those flows are easily overlooked.

  • in the company of women Sep 21, 2016

    What kinds of people will investment organizations need to succeed in the future? How will they need to work together?

  • the tests ahead Sep 7, 2016

    In an unexpected development, the beliefs and techniques that were ridiculed after the financial crisis are more in vogue today. Some musings about that.

  • changing classifications Aug 8, 2016

    Our investing decisions are made on top of a framework of asset definitions, which grow out of date over time. They should be kept fresh (and communicated well).

  • high conviction Jul 14, 2016

    Another buzzword has entered the industry lexicon, but while it's thrown around to impress, what's really there?

= one of tom's favorites