Brad Dunkley: Musings on the Crown Prince of Bay Street
Brad Dunkley and Waratah have all the momentum in hedge fund land.
6 min read
Latest posts (Page 6)
Irwin Michael: Not your grandpa’s value investor
ABC Funds are major beneficiaries of the AI boom.
5 min read
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.
6 min read
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
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
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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