Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Permanent Capital: The Holy Grail of Private Markets

The goal of private equity is to be impervious to the vagaries of the economic cycle and to outside interference.

Michael Lewis on the US Pandemic Response: Misaligned Incentives

Why did the United States fail in its pandemic response?

Buybacks and Dividends: Sizing the Upswing

Dividends and buybacks are poised for a comeback this year.

Women and Investing: Five Myths

What are some of the major misconceptions about women and investing?

James H. Freis, Jr., CFA: The Rise and Fall of Wirecard

A key lesson from the "Enron of Germany": If you see something, say something.

Dan Heath: Three Barriers to Upstream Thinking

"When no one owns a problem, it probably won't get solved."

To Invest Internationally, or Not — That Is the Question

We should lean toward investing in all of the world all of the time.

In Memoriam: David Swensen

With David Swensen's passing, the financial community has lost one of the most important investors of modern times.

Improving the Odds of Value Investing

So what is the value factor's key performance driver? Based on what evidence?