Who We Are

‘No one knows what that means, but it sure sounds provocative…’ – Will Farrell; Blades of Glory (ca. 2007) Actually, we do have some ideas on the topic: We believe the next phase of energy…

Our Key Take: ‘The debate is not whether $42.50 is a premium. It is whether it is enough of a premium to transfer control of the timing options.’ KKR’s reported $42.50/share approach to UGI is…

We believe KKR’s reported $42.50/share bid for UGI (according to the WSJ journal, which has a pretty good hit rate) may be enough to start a serious process – but perhaps not enough to finish…

We recently reviewed the year-to-date performance of our actively managed Fundamental Model Portfolio (see position detail within) alongside our quantitative, sentiment-driven Love/Hate series – and, let’s just say, the spreadsheet was not subtle. The Love/Hate…