Have been noticing a conversation that’s come up repeatedly — Being locked into in-house proprietary funds where any future adjustment or move means triggering capital gains on your entire portfolio. To help you think through this challenge before it becomes urgent, I created this focused 5-minute video specifically for this…
As a portfolio manager with years of experience in North America, I often hear optimistic discussions from other large North America institutional fund managers about investment opportunities in China. From an academic and statistical standpoint, the narrative of China’s economic…
If you look closely at the patterns of global migration around the world in recent years, you’ll see a trend: people and businesses are always moving to places that offer more economic freedom and efficiency. North America is the best…
Every May, Berkshire Hathaway, which is owned by Warren Buffett, conducts its annual meeting for shareholders in Omaha. This year was no different. But this year’s gathering was not only the last one with Warren Buffett as CEO; it was…
In 1970, the Rothschild family took a strategic choice to break from their traditional banking operation and form their own investment trust company. Many questioned the decision at the time, wondering if leaving the banking system meant giving up access…
Few people ever stop to think about a fundamental question: Where exactly is the money you invest being held? For most savers, it seems obvious—the assets are simply sitting in…
As of today, Canada is home to 15 professional wealth management firms with over $1 billion in assets under management (AUM). And just this morning, on July 28, 2025, iA…
As a portfolio manager with years of experience in North America, I often hear optimistic discussions from other large North America institutional fund managers about investment opportunities in China. From…
The Shore Capital Phenomenon: How Microcap Private Equity is Redefining Wealth Creation Fifteen years ago, in a modest 1,200-square-foot office in Chicago, four young finance professionals were searching for office…
Have been noticing a conversation that’s come up repeatedly — Being locked into in-house proprietary funds where any future adjustment or move means triggering capital gains on your entire portfolio.…
Why does the economy feel worse than the numbers say? What does stagflation mean for my portfolio? Is anyone actually doing something about this? …then this conversation is for you.
