Our Perspectives
Our views on
Markets
Investment Philosophy
Private Markets: The BS in IRR
Quarterly Letters
The House Edge - Q2 2026
Wealth Strategy
Trump Accounts
Quarterly Letters
A World That No Longer Exists - Q1 2026
Announcements
Evolve Expands to New York City and Welcomes Brett Cohen as Managing Partner
Quarterly Letters
Year-End Letter - Q4 2025
Quarterly Letters
Resilience and Risk in the Age of AI - 2025 Q3 Newsletter
Quarterly Letters
Navigating a Shifting Economic Landscape - 2025 Q2 Newsletter
Investment Philosophy
Our Core Philosophy
Quarterly Letters
“Liberation Day”: Markets Reprice a New Trade Order - 2025 Q1 Newsletter
Investment Philosophy
Market Forecasts: Separating Fact from Fiction
Quarterly Letters
The Year in Review: 2024’s Defining Themes
Investment Philosophy
Our Assessment of Private Equity and Private Credit
Quarterly Letters
The Futility of Forecasting: Why Long-Term Discipline Trumps Short-Term Speculation - 2024 Q3
Quarterly Letters
Macro & Markets - 2024 Q2
Investment Philosophy
Our Approach to Equities
Quarterly Letters
A Revolutionary Approach to Tax-Efficient Investing - 2024 Q1
Quarterly Letters
Macro & Markets - 2023 Q4
Quarterly Letters
Private Markets: Buyer Beware - 2023 Q3
Quarterly Letters
AI: Revolution or Bubble? - 2023 Q2
Quarterly Letters
Newsletter - 2023 Q1
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Wealth Strategy
Investment Philosophy
