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Global Perspectives

Feb 02, 2021

The Wisdom of Compounding Capital

By Henry H. Mcvey

Ultra High Net Worth investors have increasingly become more influential leaders in the global asset management industry, leveraging a more sizea....

Mar 03, 2021

Another Voice Update: Value Creation Through Reflation

By Henry H. Mcvey

With a new stimulus package on its way as well as an accelerating number of the global populace receiving vaccines, we decided to drill down furt....

May 05, 2021

Testing the Limits of Reflation

By Henry H. Mcvey

If ever there were a time to champion the mantras of our founders George R. Roberts and Henry R. Kravis to build like and trust, act with integri....

May 14, 2021

VERTIGO

By Christopher A. Sheldon

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

Jul 21, 2021

Same As It Ever Was?

By Henry H. Mcvey

Whereas Reaganomics and Thatcherism were terms for economic policies that defined the 1980s, we similarly believe that we have now entered a new ....

Aug 05, 2021

DIAL M FOR MARKET

By Christopher A. Sheldon

We began the year recognizing that the fundamental investing landscape had dramatically shifted. We related to this new investing paradigm through....