may 2025

The Art of the Deal, Tariff Edition

Insights into Trump's tariff dealmaking, plus the markets, Fed, economy, and opportunities in fixed income.

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Insights and Podcasts

About us

We are a multi-manager investment company consisting of managers who are:

Selective

Our managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time.

Nimble

Each manager is efficiently structured to be nimble when implementing investment decisions, while being supported by the resources of a large financial institution.

Experienced

The managers have extensive institutional experience in their respective asset classes and in navigating varying financial environments.

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