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Thoughts From the Desk

September 20th, 2023|Blog Post|

While our Firm view remains cautiously optimistic on certain industrial- and residential-oriented public companies and REITs, with greater preference towards deal-by-deal alternatives exposure, we remain largely on the sidelines concerning global commercial property...

2023 Q2 Manager Letter

June 30th, 2023|Manager Letter|

The year 2023 has been a year underpinned by consistently changing macro narratives. As Bloomberg recently reported: January’s hard-landing expectation gave way to February’s no-landing scenario, which was abruptly reversed when banking-sector turmoil surfaced in March...

2023 Q1 Manager Letter

March 31st, 2023|Manager Letter|

Six months have passed since the S&P 500 index touched its lowest level in more than two years, shedding ~25.0% of its value at the depths of the 2022 bear market. Since the start of 2023, however...

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