Market Commentary April proved challenging yet again for investors with the traditional 60/40 stock/bond portfolio falling 6.9%; its worst month since March of 2020. The tech-heavy […]
“The narrative fallacy addresses our limited ability to look at sequences of facts without weaving an explanation into them. Where this propensity can go wrong is […]
“There are decades where nothing happens; and there are weeks where decades happen.” — Vladimir Ilyich Lenin The latter half of this quote seems to be […]
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 […]