• a cycle called yourself Jan 22, 2018

    As a long trip together ends, it's time to get more personal and think about the lessons learned from the ups and downs along the way.

  • analysis itself Jan 14, 2018

    Diagrams of investment process invariably illustrate the functional elements and steps of decision making. But what lies deeper within?

  • getting unstuck Jan 9, 2018

    We've all been there. Frozen, unable to move forward, caught in an approach that just isn't working at all. It can happen to organizations (and industries) too.

  • gumption traps Jan 4, 2018

    We are continually faced with problems, some caused by external forces and others by internal ones. Meeting them head on is a challenge (at least for most of us).

  • searching for quality Jan 2, 2018

    It's easy to bandy about a word like "quality," but quite another thing to grasp its characteristics and apply them in a judicious way.

  • across the great divides Dec 27, 2017

    An iconic book of the 1970s provides the framework for looking at the investment world from a different perspective. This first in a series of postings looks at a number of dualities that are examined in it.

  • busy dying Nov 27, 2017

    Active management organizations face a new landscape. To meet the needs of clients going forward, they need to evaluate and redesign their organizations, perhaps in dramatic ways.

  • behind the numbers Sep 12, 2017

    Assessing the people in an investment firm is key to understanding its capabilities. But can we get more than a superficial look at the interpersonal dynamics that are critical to its success over time?

  • maps of the world Aug 16, 2017

    Investment organizations are facing a quickening pace of change, but using old constructs to analyze the environment and to make strategic decisions. New perspectives are needed.

  • into the workshop Jul 6, 2017

    Getting away from the normal routine is critical if you are to think about the challenges of the future. Four days with interesting investment people from around the world does the trick.

= one of tom's favorites