A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Unexpected Change

By Lewis Johnson - The game of poker shares many similarities with investing. They are both odds driven endeavors where it pays to be logical. The margin of victory is often slim! If you play the game of poker long[…]

Heroic Investment Performance

By Lewis Johnson - “As you get older it is harder to have heroes, but it is sort of necessary.”

The Value of Patience

By Lewis Johnson - “Genius is eternal patience.”

Balancing Insight with Timing

By Lewis Johnson - “Science advances one funeral at a time.”

Our Bond Strategy: The Power of Duration

POSTED ON October 8th - POSTED IN Bonds, Credit, Portfolio Construction for a Challenging World, Risk

By Lewis Johnson - “The holy passion of Friendship is of so sweet and steady and loyal and enduring a nature that it will last through a whole lifetime, if not asked to lend money.”

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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