Nicola Wealth Management: The good, the bad and the kompromat
Nicola Wealth is the wealth manager most exposed to a downturn in North American real estate.
11 min read
OPM
The State of Alpha Delusion! How to keep the faith
The State of Alpha Delusion (SAD!) is strong.
4 min read
Janet Bannister is de-risking entrepreneurship
Janet Bannister has a new $22m VC fund with a novel twist.
4 min read
The apprenticeship of Miles Nadal: a capital allocator's journey
Miles Nadal has been transitioning from a marketing guy to financier for decades.
6 min read
Family offices
paid
Irager: Ira Gluskin and Gerald Sheff's family office
The investment activities of the uber-connected Gluskin Sheff founders.
2 min read
That time I met John Wilson, now of Ninepoint Partners
John Wilson is not a fan of this blog. Sad!
3 min read
Third Eye Capital and Ninepoint’s money-for-nothing deals
This is a detailed analysis of the Ninepoint-Third Eye Capital fund, primarily of interest to its investors.
16 min read
Ira Gluskin is still around, believe it or not
It’s 2023 and Ira Gluskin is still around. Can you believe it?
5 min read
Hedge fund performance roundup feat. Venator, Ewing Morris, etc.
The blind squirrels strike back. Some of them at least.
3 min read