Hedge funds

Brad Dunkley: Musings on the Crown Prince of Bay Street

Brad Dunkley and Waratah have all the momentum in hedge fund land.

OPM Jul 4, 2023 6 min read

Memba them?

Irwin Michael: Not your grandpa’s value investor

ABC Funds are major beneficiaries of the AI boom.

OPM Jun 20, 2023 5 min read

Tech/VC

I am Ruffolo-ing feathers again

Featuring former OMERS VC honcho John Ruffolo, now of Maverix Private Equity and drive-by smears of Jim Balsillie and Slippery Som.

OPM May 17, 2023 6 min read

HNW shops

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.

OPM May 11, 2023 11 min read

NoBull Klev

The State of Alpha Delusion! How to keep the faith

The State of Alpha Delusion (SAD!) is strong.

OPM May 4, 2023 4 min read

Tech/VC

Janet Bannister is de-risking entrepreneurship

Janet Bannister has a new $22m VC fund with a novel twist.

OPM Apr 18, 2023 4 min read

Moguls

The apprenticeship of Miles Nadal: a capital allocator's journey

Miles Nadal has been transitioning from a marketing guy to financier for decades.

OPM Apr 4, 2023 6 min read

HNW shops

Onex winds down Gluskin Sheff experiment

It's open season on Gluskin Sheff clients!

OPM Mar 24, 2023 1 min read

HNW shops

Prime Quadrant keeps expanding

Prime Quadrant has a lot of momentum in the UHNW space.

OPM Mar 16, 2023 3 min read

Family offices

paid

Irager: Ira Gluskin and Gerald Sheff's family office

The investment activities of the uber-connected Gluskin Sheff founders.

OPM Mar 14, 2023 2 min read

Money Managers

That time I met John Wilson, now of Ninepoint Partners

John Wilson is not a fan of this blog. Sad!

OPM Feb 23, 2023 3 min read

Private Debt Funds

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.

OPM Feb 16, 2023 16 min read