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Sep 3, 2026
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5 min read
A good re-up DD should confirm your thesis or reveal your biases
Aug 27, 2026
2 min read
Why AI changes the economics of portfolio monitoring
Aug 20, 2026
4 min read
A small administrative detail with lasting value for investment teams
Aug 13, 2026
3 min read
When evaluating a fund, I look at many visuals. Here are three of my favourites you can start using today.
Aug 6, 2026
How a simple rating turned manager evaluation into a repeatable sourcing process
Jul 30, 2026
It took me ten years to realize my investment philosophy was very different from the one I thought I had
