US Equity Investing: Our Philosophy

The meme-stock era may feel like old news, but its aftershocks are still reshaping how leaders think about transformation, risk, and reward. In the wake of unprecedented short squeezes, shuttered storefronts, and sudden wealth creation, executives across retail and tech are still asking what actually happened—and why. Few episodes crystallize those questions better than…

Workplace flexibility has shifted from a culture debate to a retention lever—especially as more professionals are becoming parents later, right when they’re stepping into mid-management and executive-track roles. Childcare and caregiving logistics don’t just strain families; they strain talent pipelines, and the companies that treat parenting as a “personal issue” are often the same…

The modern workplace is at a crossroads, shaped by the rapid rise of AI, shifting cultural expectations, and increasing pressure on leaders to balance efficiency with humanity. Organizations are being forced to make intentional choices about how they operate, how they lead, and how they invest in their people — choices that will define…