Much Ado About Nothing | November 2017

“Doing nothing is very hard to do…you never know when you’re finished.” Leslie Nielsen In a world that values and incentivizes action, ‘doing nothing’ carries with it certain negative connotations. It conjures up images of laziness and complacency or succumbing to inertia and the status quo. But there are often times when doing nothing is […]

The Choice is Yours | October 2017

“Choices are the hinges of destiny.” Pythagoras Amidst all the catchy click-here headlines, several contenders vie for the title of ‘the most important investment decision you’ll ever make.’ Setting aside the hyperbole of ‘the most important ever’ and filtering for common themes, we arrive at a set of choices that drive investment success. Questions such […]

The Law of Unintended Consequences | September 2017

“The road to hell is paved with good intentions.” Proverb One of the great dilemmas in moral philosophy is whether actions should be judged based on their intentions or consequences. The difficulty, of course, arises when the impact of our intentions are unforeseen, unexpected, or unintended. This concept of unintended consequences was popularized by the […]

Alternative Facts for Alternative Investors | July 2017

“All generalizations are dangerous, even this one.” Alexandre Dumas Across the taxonomy of investment products, the hedge fund category invokes some rather extreme reactions. On the one hand, there are images of ruthless and greedy managers, whose performance doesn’t always justify their fees or egos. On the flip side, you have some of the world’s […]

Data Bites | April, 2017

He uses statistics as a drunken man uses lamp-posts – for support rather than illumination. Andrew Lang Data is like coffee shops. These days it is everywhere and in abundance. It doesn’t matter whether you are building a hockey team, managing investments, or picking the fastest route home, there are a lot of numbers being […]