by Jason Vaurio, Senior Investment Research Analyst “We tend to use [the word transitory] to mean that it won’t leave a permanent mark in the form […]

We typically think about private equity (PE) firms in the context of the businesses they acquire. However, a PE firm is itself a business, and often […]

Private equity investing requires a substantial commitment of resources in the form of personnel and organizational infrastructure. We believe it takes all the complexity of stock […]

Inflation concerns are grabbing a lot of headlines recently as consumers emerge from COVID-19 lockdowns flush with cash. The Federal Reserve maintains that any rise in […]

The relationship between changes in interest rates and asset prices has been evident in 2021 as rising bond yields have spilled over to equity volatility. The path […]

Americans woke this morning with little clarity from Election Day. Once Florida was recognized as a battleground state win for President Trump, it became obvious the […]