Posts Categorized: White Papers/ Thought Pieces

The Path to Prosperity: Investing in Education Jul5

Posted by & filed under Education, Investing, White Papers/ Thought Pieces.

The investment opportunity for the lower middle-market, moderately sized, well-established, owner-operated education sector businesses with $1-10 million in EBITDA far outperform the R.O.I of the publicly traded stocks and should exceed 100% annually. The paucity of market information for investors in this lower middle-market and the lack of comprehension of how to maximize profitability and market for-profit education in a new technological environment by owners provides astute activist investors with unique yield opportunities

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Why Cash-Efficient Managed Accounts May be Crucial to Investors’ Long-Term Survival Jun21

Posted by & filed under Investing, White Papers/ Thought Pieces.

Since the early days of “Risk Premia,” endowments and pension fund investors have tried to attribute alternative investment managers’ returns to a market subsector or phenomenon. Large investors have engaged quantitative shops like Sigma to decompose hedge fund returns, provide a better understanding of the risks in their investments and examine strategy divergence if applicable

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Hedge Fund Hegemony And How To Handle It Jun19

Posted by & filed under Hedge Fund Marketing, White Papers/ Thought Pieces.

Hegemony, holding a slightly sinister meaning in most contexts, defines an asymmetrical power relationship, in which there is social, cultural, ideological, or economic influence exerted by one group over others. Where better to see hegemony in practice than in the world of hedge funds, when the behemoth bests the niche fund, in terms of investor attention, assets gathered, and institutional scrutiny

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Global Perspectives On Responsible Investing Jun14

Posted by & filed under Clean Energy, Impact Investing, White Papers/ Thought Pieces.

Investor interest in Responsible Investing is on the upswing, but investors continue to cite ongoing frustrations with definitions, data and materiality as lingering barriers to RI adoption. In addition, a number of the institutional investors with whom we speak remain unaware of how their peers are implementing RI initiatives, which also contributes to any discomfort around adoption of Responsible Investment measures

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