tech, startups, internet

A quant winter’s tale.

This might include the best explanation of factor investing I’ve seen yet. “If you throw a rock anywhere in AQR’s surprisingly dowdy headquarters in Greenwich, chances are high you’ll hit a University of Chicago graduate, and at least decent that […]

better doing

Why do we undervalue competent management?

I literally love this. “Business schools teach MBA students that you can’t compete on the basis of management processes because they’re easily copied. Operational effectiveness is table stakes in the competitive universe, according to the strategists. But data from a […]

big ideas

The best advantage in life

“You are 25 year old interested in a career in investment management. A genie appears offering you one of the following (with all the learning, networking, benefits, etc… auto populated into your background). Which do you think best improves your […]