Market Commentary May was a tale of two halves in global markets with early month jitters giving way to late month dip buying as the narrative […]

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 […]

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 […]