INSIGHTS
Newsroom · Announcements · Research
Notes from portfolio construction, market microstructure and regulatory shifts. Published plainly, filed chronologically, sorted by editorial date.
Stewardship report 2025
Our annual stewardship report — how we voted, what we engaged on, what we abstained from.
Notes on multi-generational allocation
Why we underweight tactical positioning and overweight structural allocations for family portfolios.
Founding note, September 1998
The house was founded on a single premise: capital survives cycles when its stewards think generationally.