The Devil Never Sleeps

The Devil Never Sleeps

“The devil never sleeps. But he only wins if we don’t do better next time.”―Jane Cage, Tornado Survivor1 I worry about everything all the time. I often worry that I’m not worrying enough. So of course I had to read The Devil Never Sleeps: Learning to Live in an Age of...
Preparing to Present

Preparing to Present

In This Issue: A Better Way | Step by Step | Hidden Potential Successful asset managers implement a consistent, repeatable investment process. But how many have developed and put into practice a consistent, repeatable presentation process? This issue of Excess Returns...
Wealth, War & Wisdom

Wealth, War & Wisdom

“The world is very good at locking the barn door after the horses have been stolen.”― From Wealth, War & Wisdom When one reads a book, there often is a particular scene or story that remains fixed in memory. After first reading Wealth, War & Wisdom, I did...
Who Are Your People?

Who Are Your People?

In This Issue: What About The Bios? | Better Résumés | Next! When asked the source of their competitive advantage, many investment companies without hesitation would respond: “Our people.” And yet these same companies’ websites and presentation materials describe...