The Winner-Take-Most World
KKR collected $1.4B in management fees last year?
The Boring Twenties?
Everyone’s expecting it to be the Roaring Twenties. But what if the Roaring decade already happened? And you missed it?!
A CDO for Secondaries?
A year or so ago I floated the idea of an index fund for EM private assets. What if there were an asset manager that could agglomerate…
New Frontiers
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
The Decade of Digital Assets
An update on Portico and three predictions for the decade to come.
Is EM PE Dead?
When Portico launched four years ago, I asked “Is Emerging Markets Private Equity Dying?” There’s no need to ask the question anymore. It’s dead. You…
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Questions During Quarantine
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Social Distancing 🦠
Let’s look out for one another.
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