Insights
Simplifying complex investing, in words.
The thinking behind the promise: occasional letters and perspectives on portfolio design, cost, governance, and the discipline of keeping things simple.
More perspectives
Clear thinking on complex questions.
Portfolio design
Designing around a life, not a benchmark
We start with the outcome a portfolio is meant to support, and design around it.
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Governance
What good governance actually looks like
Documented research, stated limits and decisions that can be explained.
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Perspective
Active risk, and where it earns its fee
Taking active risk only where there is a reasonable basis for it, and keeping the rest simple and low-cost.
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