Hedge funds Albert Friedberg, billionaire Original Gangster of Macro Albert Friedberg, old-school macro trader. OPM Mar 17, 2020 4 min read
Hedge funds Polar Asset Management, Original Gangster of Canadian hedge funds Polar has been around for a long time and is a rare institutional-grade hedge fund in Canada. OPM Mar 10, 2020 4 min read
Money Managers The nature of the Portfolio Manager - Analyst relationship I wrote this essay on the true nature of the analyst’s role when they work for a portfolio manager. OPM Mar 8, 2020 6 min read
Hedge funds Barrage Capital : The One Direction of Hedge Funds Montreal Buffett disciples with intriguing performance. OPM Mar 3, 2020 3 min read
Moguls The rise of Ian Ball, Rob McEwen's protégé A rising star on Bay Street. OPM Feb 25, 2020 3 min read
Hedge funds OPM Wire revokes Greg Boland's title as The Smartest Guy on Bay Street > “Investor activism is a shareholder right; it’s only newsworthy because investors were quite lazy for so long.” Greg OPM Feb 22, 2020 1 min read
Moguls That time I met Brian Chapman of Clearwater Capital Brian Chapman is an under-the-radar investment wizard. OPM Feb 18, 2020 4 min read
NoBull Klev The need for an Apex Allocator A thought piece on changes in the investment industry. OPM Feb 11, 2020 3 min read
Hedge funds Waratah Advisors - Apology & retraction More Waratah polemics! OPM Feb 4, 2020 4 min read
Fintech Mike Katchen started it Is Mike Katchen as affable as everyone says? OPM Jan 28, 2020 3 min read
Fintech Are Wealthsimple and Allianz really BFFs? In the four months I have been paying attention to Wealthsimple, no one - with the possible exception of Mike OPM Jan 25, 2020 3 min read
Hedge funds Waratah Performance - A hedge fund that is only semi-crappy Does Waratah Capital Advisors add any value? OPM Jan 21, 2020 4 min read