We spend a lot of time talking to our clients about diversification, downside protection, and the long-term value of reducing short-term volatility. Those concepts are important to us, part of our DNA as a firm and as investment professionals. But why? In simple terms, if...
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Private equity is an illiquid, long-term asset class which should outperform public market benchmarks by approximately 300 basis points over time. There are a number of structural factors which enable outperformance of the asset class. Below we have outlined the basic tenets that contribute to outperformance, and...
“Alice: Would you tell me, please, which way I ought to go from here? The Cheshire Cat: That depends a good deal on where you want to get to. Alice: I don’t much care where. The Cheshire Cat: Then it doesn’t much matter...
Warning-this paper is somewhat technical and may be tedious to non-financial types! But, the topic is very important because the key determinant of success for many investors is the return on the stock market inasmuch as equities represent the largest single component of...
The establishment of a formal Investment Policy Statement (“IPS”) is the most critical step for building a successful investment program. IPS guidelines capture the definition, purpose, and objectives for a single account or a consolidated pool of assets, and provide the investment roadmap for how...
In 1976, John Bogle established the first passive index fund (what is now the Vanguard 500 Index Fund). Decades later, the concept of “passive investing” and the utilization of index funds is dominating headlines and gaining momentum amongst investors more than ever before. ...