Click on the image a PDF version of the letter. We are awash in high frequency yack and CSC has determined NOT to comment on
I love quant shops that produce well-reasoned thought pieces with all that “data and stuff” that support well-reasoned and well written pieces generated here at
It is a long held opinion that supersized voting rights in excess of economic interests is a terrible idea.
If one practices “active” investment management, then one implicitly assumes there is some form of inefficiency in financial markets and we can debate its source over cocktails one night. Blackrock…
While all else is never equal, we freeze this debate to make this point. Companies that end up staying in business tend to produce some
From time to time, we get very involved with our investments at the Board level. And one of the points we try to drive through
From the Charles Skorina newsletter: Chief investment officers, investment staffs (and OCIOs) earn serious money for their schools and cost a relative pittance to maintain.
The concept of holding yourself out to the world as someone still willing to selectively accept “other people’s money” in a professional money management capacity
Corpgov.law.harvard.edu is actually a pretty good website that captures most of the bigger governance issues of the day and is a late 2025 signup. This
There has been a lot of ink spilled on the debate entitled: Are Private Fund Sponsors Marking Their Reported NAV to Market or Cost? It
