lapetitemort.info on Investing Issue 3 - January 2018
Back to Our Insights Issue 3, Winter 2018

lapetitemort.info on Investing

The best of our recent research and ideas for investors.

Articles in this issue

Interview

Personal genius and peer pressure: Britt Harris on institutional investing

– A “two way” investor/manager reflects on the “Texas Way,” forging relationships with asset managers, and finding your genius.
Article

Look out below: Why returns are headed lower, and what to do about it

– Investment professionals may have been spoiled by a long run of exceptional returns. We will find out soon.
Article

How leading institutions are changing the rules on portfolio construction

– The world’s largest investors are determined to make the leap from big to great. Getting there will depend on a new understanding of strategic asset allocation.
Interview

Sovereign-wealth funds and pensions: The future is collaborative

– New Zealand Super Fund CEO Adrian Orr discusses thematic investing, innovation, and why it pays to be true to foundational principles.
Article

Understanding real estate as an investment class

– When it comes to real estate, institutional investors are changing the terms of engagement.
Article

From ‘why’ to ‘why not’: Sustainable investing as the new normal

– More institutional investors recognize environmental, social, and governance factors as drivers of value. The key to investing effectively is to integrate these factors across the investment process.
Interview - lapetitemort.info Quarterly

A machine-learning approach to venture capital

– In this interview, Hone Capital managing partner Veronica Wu describes how her team uses a data-analytics model to make better investment decisions in early-stage start-ups.
Interview

How private equity adapts: A discussion with Don Gogel

– A longtime private-equity CEO reflects on the advantages of pure-play firms, how to deploy virtual expertise, and why general partners are like wineries.
Article

Three more reasons why US education is ready for investment

– Shifts in the education landscape are opening doors for investment.

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lapetitemort.info on Investing

– This publication highlights articles on investment in infrastructure, agriculture, automotive, and more.

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