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DIAL M FOR MARKET
BY CHRIS A. SHELDON • Aug 05, 2021

DIAL M FOR MARKET

DIAL M FOR MARKET We began the year recognizing that the fundamental investing landscape had dramatically shifted. We related to this new investing paradigm through Hitchcock’s lens of Vertigo in the first quarter, as many of the market’s characteristics continued to send mixed messages to investors but simultaneously did not show signs of a slowdown. We now find ourselves halfway through 2021 and we will use this letter to spend some time reflecting on the evolution of the credit marke....

Jul 21, 2021

Same As It Ever Was?

By Henry H. Mcvey

Same As It Ever Was? Whereas Reaganomics and Thatcherism were terms for economic policies that defined the 1980s, we similarly believe that w....

May 14, 2021

VERTIGO

By Chris A. Sheldon

VERTIGO Considered one of the most complex and historically significant films of our time, Alfred Hitchcock’s Vertigo portrays the story of the....

May 05, 2021

Testing the Limits of Reflation

By Henry H. Mcvey

Testing the Limits of Reflation If ever there were a time to champion the mantras of our founders George R. Roberts and Henry R. Kravis to bu....

Mar 03, 2021

Another Voice Update: Value Creation Through Reflation

By Henry H. Mcvey

Another Voice Update: Value Creation Through Reflation With a new stimulus package on its way as well as an accelerating number of the global....

Feb 02, 2021

The Wisdom of Compounding Capital

By Henry H. Mcvey

The Wisdom of Compounding Capital Ultra High Net Worth investors have increasingly become more influential leaders in the global asset manage....

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