Artificial Intelligence (“AI”) Will Change the World. Who Benefits?
It’s hard to ignore the rally in Nvidia (NVDA) after reporting revenue and earnings that were well above expectations and, […]
Top Heavy Performance
It’s fair to say that markets have behaved unusually since the start of 2023, in the face of: Mounting irrefutable […]
The Bright Spot in Commercial Real Estate Right Now
With all the recent worries about defaults and higher interest rates leading to lower valuations in commercial real estate, investors […]
Are Small Caps an Attractive Hunting Ground?
There is a relative valuation discount in small caps that may create a target rich environment for investors searching for […]
International Equities – Re-Evaluating Our View
Since we last wrote about international equities in early December of 2022, the asset class has outperformed domestic equities though […]
Goodbye to easy money and automatic up-rounds
The days of easy money and automatic up-rounds seem to be over – at least for the foreseeable future. Already […]
Mark Scalzo Discusses ‘Direct Listing,’ Alternatives, and More
The Destra Multi-Alternative Fund (“DMA” or the “Fund”) started as a closed-end (non-listed) interval fund over 10 years ago to […]
Crossover Hedge Funds, Friend or Foe?
A crossover fund allows a single investment to pursue both the illiquidity premium and the market premium–two premiums considered to […]
Validus Growth Investors Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies San Diego, […]
Culling the Herd: SIVB, SI
Markets faced a new challenge last week – the specter of bank collapses, knocking the Fed off the top of […]