Published by Craig Machel on Apr 01, 2024
What was I thinking? Perhaps you have asked yourself this rhetorical question at some stage while pondering the results of a poorly conceived investment decision. Daniel Kahneman would have been able to provide insight around this question for you. Kahneman... Read more Published by Craig Machel on Mar 28, 2024
It was a pleasure to speak with Greg Romundt, Founder and CEO of Centurion Asset Management. Our conversation was focused on the current status and future outlook of the multi-family focused apartment sector generally and Centurion REIT specifically.... Read more Published by Craig Machel on Feb 02, 2024
You may have recently read about the family in Saskatchewan who announced that they are auctioning off a perfectly sealed, never before opened, full carton of O-Pee-Chee hockey cards representing the 1979-1980 NHL hockey players. The video documenting... Read more Published by Craig Machel on Dec 29, 2023
As we typically do as the current calendar is soon to be replaced by a new one, our thoughts hark back to those that we lost in 2023. The investment world lost a great one on November 28, 2023 when Charlie Munger left us and the board of Berkshire Hathaway... Read more Published by Craig Machel on Oct 30, 2023
Last Thursday I had the privilege of moderating a panel discussion for AIMA (Alternative Investment Management Association) focused on the growing private credit sector. Together with experts in this field, we provided insight into why the private credit... Read more Published by Craig Machel on Sep 15, 2023
Through the prior two years or so, very few companies and no notable companies have stepped up to complete an initial public offering (IPO). Instead, companies have remained private while their valuations have broadly declined, partially due to borrowing... Read more Published by Craig Machel on Sep 15, 2023
Prior to Labour Day weekend, I had the pleasure of packing up the car with school supplies and sporting gear, food and toiletries, numerous hoodies as well as boxes of yet to be assembled furniture including all sorts of screws and fasteners (none were... Read more Published by Craig Machel on Sep 14, 2022
Private securities, whether equity or real estate or debt, offers investors a differentiated asset with compelling risk/reward benefits. We include private assets for potentially strong returns, inflation protection and short-term volatility protection... Read more Published by Craig Machel on Dec 09, 2020
As we close out 2020, we can look back and see that alternatives have proven their value and have passed the litmus test. Better portfolios include more than stocks and bonds, How alternatives passed the 2020 test Read more Published by Craig Machel on Aug 13, 2020
World’s largest pension fund is reducing low paying bonds, seeking higher risk-adjusted returns in private debt and mortgages. World's largest pension fund looks to diversify portfolio Read more