The Visitation from New York City

by | May 2017 | War Stories

This is a true story told to us by a veteran institutional salesperson. His firm, let’s call it Global Insights (GI), did not make the finals for a presentation to a small Midwestern public fund. But at the last minute another firm dropped out and GI was invited...

Philosophy for Investment Managers

by | May 2017 | Art & Science

“The fundamental things apply as time goes by.”―Sam the pianist in Casablanca The CIO of one of our client companies recently asked the following question: “Do we have to include an investment philosophy exhibit in our book?” “Yes,” I told her,...