Whitepapers
Insights - All Posts
The AI Bubble Debate: Why Investors Should Re-examine the Evidence
February 6, 2026
Are we really in an AI bubble… or are most people simply misreading the data? Our latest whitepaper challenges five popular assumptions driving today’s bubble narrative.
Concentrated, patient and disciplined. The 3 pillars of active management outperformance
October 17, 2023
Learn the importance of concentration, patience, and discipline in active management. By examining real-world examples and empirical research, we shed light on the challenges and opportunities of navigating the complex world of active investing.
Unveiling Hidden Value: How 3 Distortions Mask The True Worth Of ‘Advantaged’ Stocks
March 20, 2025
If you’re wondering whether the market’s ‘fear of heights’ is justified, this whitepaper is a must-read. It challenges conventional wisdom and provides a fresh perspective on how to identify undervalued, high-growth stocks.