Money Managers

A minimalist approach to justifying my views on Som Seif.

Danielle Skipp joined Nicola when it had a lot of momentum back in 2020. Five years later, she's out.

Andrew Pastor is a star money manager, an activist investor and a chess player. If he ever was a real pastor, it would be in the Church of Getting Down.

Some inconsistencies between the origin myth and reality of Som Seif, aka Slippery Som, aka Kevin O’Leary with a widow’s peak, aka the Great Satan, aka The Supreme Leader of Complete Horsecrap.

A sensible emerging manager with good pedigree and fee for performance only model.

Bouthillier Capital (B-CAP) is an emerging manager based in Montreal with international pedigree.

Minor tidbits on key players in the CI Financial - Mubadala Capital tie-up.

CI Financial has many different constituent parts, put together over a very acquisitive history. Will this empire survive intact under its new private equity owners?

Jeff Banfield has graciously acceded to my demands and retired from the hedge fund industry. This is an appreciation.

Deep investigative work reveals that Som Seif launched Purpose Investments to make as much money as he possibly can.

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

A slow motion train wreck seems to be in progress.