Money Managers

PWL: Tobi Lütke’s advisor is a renegade indexing evangelist

Cameron Passmore is a "rock-star" passive investor who doesn't practice your grandpa's indexing strategy.

OPM Mar 12, 2024 9 min read

Private Debt Funds

Inside the Ninepoint-Waygar Fund 10% December loss

A slow motion train wreck seems to be in progress.

OPM Feb 29, 2024 12 min read

TO Establishment

Miles Nadal renounces material possessions

Some major news from Miles Nadal - the thinking man's car guy.

OPM Feb 15, 2024 4 min read

Alternatives

Nicola Wealth is bulking up in private equity

Robert Olsen is joining Nicola Wealth Management.

OPM Feb 13, 2024 3 min read

HNW shops

John Nicola’s enviable schedule

Is John Nicola working hard or hardly working?

OPM Feb 13, 2024 2 min read

Moguls

Bill Holland’s unshakeable faith in CI Financial

Bill Holland keeps buying shares of his CI Financial - relentless buying in meaningful 6 or 7 figure chunks for

OPM Jan 31, 2024 2 min read

Hedge funds

Maple Rock: a bigly, pedigreed hedge fund

Not your grandpa’s Canadian hedge fund!

OPM Jan 24, 2024 3 min read

Tech/VC

Constellation Software copycat valued at over US $1B

Billion dollar software consolidator founded only in 2015.

OPM Jan 20, 2024 1 min read

Moguls

Heather Reisman, Gerry Schwartz and Indigo

Musings on the Indigo situation and people involved.

OPM Jan 18, 2024 5 min read

Kompromat

Mark McQueen: What's he angling for this time?

Selected polemical discursions on Mark McQueen, the innovation sector lender, humanitarian and thought leader.

OPM Jan 9, 2024 8 min read

Hedge funds

Update on Jordan McNamee of The Optimist Fund

A hedge fund that was up 80%+ in 2023.

OPM Jan 7, 2024 2 min read

Tech/VC

Mark McQueen - Resumption of hostilities

I am launching some targeted ad hominem attacks on Mark McQueen.

OPM Dec 28, 2023 5 min read