Firm Announcement: New Partners
We are thrilled to announce the elevation of five employees to Partner status! Join us in congratulating Anne Chilton, Kristina G. Craig, David Dale, Tyler Davies, and Rodrigo Lopez on this milestone.
Golf vs. Investing: Part 3
The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s journey to success and building a resilient investment portfolio.
Monthly Market Recap: March 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of March.
Golf vs. Investing: Part 2
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 2: Golden Bell, Amen Corner, and the Art of Portfolio Construction
Golf vs. Investing: Part 1
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 1: That Awkward 3-Iron Moment: When Your Portfolio’s Least Favorite Club Saves Par
Monthly Market Recap: February 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of February.
Talking Alternative Investments with Evanston Capital Management
Our Partner and Chief Strategist, Dr. John B. Rowsell sits down with Evanston Capital Management’s Founding Partner, CEO, and CIO, Adam Blitz to talk about alternative investments and our partnership with ECM.
Monthly Market Recap: January 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of January.
91 Reasons Why People Did Not Invest in the Stock Market
In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good reason you should invest.
2025 Bull-Bear-Base Scenarios
Join our Investment Team as they discuss our outlook on 2025 bull, bear, and base scenarios.