August 30, 2022

Lessons From Jackson Hole

Last week the Federal Reserve Bank of Kansas City hosted its annual Jackson Hole Economic Policy Symposium. The Jackson Hole Symposium had humble beginnings with then […]
June 30, 2022

A New Regime: Implications for Valuations

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” –Warren Buffett Among Warren Buffett’s many insightful investment lessons, […]
June 3, 2022

Tightening Financial Conditions Start to Bite, Inflation Focus Shifts to Growth

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 […]
May 12, 2022

Geopolitical Tensions Continue, Elevated Inflation and Tightening Financial Conditions

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 […]
May 4, 2022

Story Time

“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 […]
February 25, 2022

Russia-Ukraine Update

“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 […]
December 7, 2021

Federal Reserve Abandons ‘Transitory’ Label in the Backwash of New Inflation Readings

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 […]
September 30, 2021

GP Stakes Investing: Staking a Claim in Private Equity Partnerships

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 […]
July 23, 2021

Emerging Managers: Setting the Stage for Success

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 […]
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