The Smart Portfolio decodes how top fund managers allocate capital, manage risk, and design portfolios — so you can apply the same principles for your clients.
Ben Graham’s margin of safety was built for factories and balance sheets - not brands, networks, and code. This week, we explore how today’s best investors apply his timeless principle to modern growth companies.
From market timing myths to private credit’s rise and the U.S.–China rivalry shaping global portfolios, here are the three shifts redefining how wealth is built and protected in 2025.
Jim Grant warns of euphoria, Bill Ackman preaches humility, and private markets look frothy. In this week’s issue, we unpack what smart investors are doing when confidence runs high — and caution whispers louder.
Hayden Capital’s playbook for long-term compounding, Seth Klarman’s rules for beating the market, and what individuals can learn from institutional investors.
Lynch says know what you own. Dalio warns of dark cycles. Marks advises leaning defensive. Here’s what it means for your portfolio.
Inside: lessons from family offices, why many investors should go 85/15 instead of 60/40, and how to find the stock-bond balance that actually fits your goals.
This issue unpacks why investors trail market returns, the top regrets of retired millionaires, and the trade-offs between multi- and single-manager hedge funds.
Most high earners focus on income, but miss the real driver of wealth: what your assets and liabilities do between paychecks. Our latest issue shows how missing pieces in your balance sheet can cost millions—and how to fix it.
A first look at 20 years of confidential SEC filings shows PE outperforms public markets, with big funds and moderate diversification leading the way.
Survey of 100 millionaire households reveals why the richest keep 25%+ in cash, crave private equity, yet trust advisors the least.
We surveyed 100+ HENRYs to uncover what high earners really want from advisors—and why most still go it alone.
From private equity access to 83(b) elections and buy-borrow-die, discover the real playbook behind billionaire wealth.
