Archives

How simple or complex should your strategy be? How important is good communication? Where do expected returns come from? Are better operating models becoming available?

A poll regarding the treatment of private asset performance reporting fronts this issue, which includes a wide range of readings for professionals throughout the investment ecosystem.

The outcome of due diligence encounters depends on the quality of the questions that are asked and the conduct of the interviews. Some recommendations in that regard close out this series.

What are the advantages and disadvantages of remote versus in-person communication? The answers to that question are important for designing organizations (and for advancing one’s career).

Are there opportunities to take advantage of the biases of others in the talent selection process by better understanding issues of gender, race, and disability?

Dive into these readings: Two good pieces on risk management, plus hybrid strategies, short-term trading alpha, hedge fund scale/performance, a dramatic sector rotation chart, accounting shenanigans, the God Bless America ETF, and more.

It’s a people business, so the logical place to start a long series on the new world of investment work is with a book about finding and evaluating talent.

There are certain attributes that define the culture of an organization. Using asset management firms as an example, here are some thoughts about a central consideration.

Here’s a firecracker edition of the Fortnightly, featuring readings on investment industry developments and ideas, as well as plenty about angles of continuous improvement for professionals and organizations.

Some of the personal qualities and decision making skills that lead business owners to success can work against them as they deploy their assets into other investments, as outlined in a Cambridge Associates article.

This posting serves as a coda to the earlier series about Bill Gross and Pimco, focusing on evidence of performance and other factors that contributed to the legacy they produced.

A new attribution approach, a foreboding forecast, and an unusual market analogy. Plus readings on taking a long view, diverse managers, company managers, short-selling and ESG, crypto hedge funds, down rounds in VC land, and more.

The 13F disclosure rules have spawned infrastructure in the ecosystem and quarterly accounts about manager moves. Some quick takes on the rules, copycatting, and research on performance.

Two articles from more than twenty years ago offer tactics for those doing due diligence that are just as important as they were then (and yet are still somewhat rare).

In addition to the title topics, there’s a look at a former high-flyer, plus readings on growth traps, value investing, bond trading, diversity, DDQs, investor relations, PE headhunters, ditching the audit messes, and “bull market rhymes.”