A dedication to transparency and strategic knowledge sharing with investors


Jan 9, 2018

European And Canadian Rate Markets Outlook

Currently, one of the largest positions in our portfolio is a short in the European long-dated bonds, concentrated in German government bonds.


Sept 21, 2017

Are Treasuries About To Sell Off?

This Wednesday, the Fed announced plans to gradually reduce the balance sheet from October, which was broadly in line with consensus. 

Institutional Investor 

April 11, 2016

Asset Managers, Prepare to Have Your Business Disrupted

The combination of new technologies and shifting demographics and client needs is bringing a sea change to the asset management industry.


Institutional Investor 

Winter, 2017

The Urge to Launch Quickly Can Be Overwhelming to Hedge Funds. 

I recently had breakfast with one of my advisory board members, Charley Ellis. 

Institutional Investor 

June 21, 2016

The 2016 Hedge Fund Rising Stars: Katina Stefanova

Stefanova recently launched Marto Capital after almost a decade at hedge fund giant Bridgewater Associates.