Beyond conventional equity research.

People First

Box Ticking In the last decade, it has become trendier to tout management quality or corporate culture as essential parts of the investment process, but surprisingly little has been reflected in how research is actually done. Especially within investment institutions. It is still far more accepted (and sometimes expected) to

Ruminations: Living nature of quality

Ruminations are pieces that reflect the evolutionary nature of our thinking. They are less about answering and more about the art of asking—the kind of questions that stretch perspective, embrace nuance, and compel us to revisit what we think we know. Especially when the subject is as deceptively familiar