CIO Commentary – “Trigger Warning”

CIO Commentary – “Trigger Warning”

During my career, there have been three systemic related banking system failures: the 1988/90’s S&L Bailouts, the 2007/08 Global Financial Crisis (“GFC”) and now the smaller Silicon Valley Bank (“SVB”) and Signature Bank...
Successful Management Transition at EasyPark

Successful Management Transition at EasyPark

Our portfolio company EasyPark, the global leader in pay-by-phone parking, continues to show operational excellence. Almost a year ago, EasyPark successfully transitioned to Cameron Clayton as the new CEO after 14  highly successful years of Johan Birgersson at the...
CIO Commentary – Third Quarter 2022

CIO Commentary – Third Quarter 2022

“Creative Destruction: Here We Go Again” Wrapping up a year-end review and setting the stage for the next is always a complex endeavor, especially when markets have witnessed historic and rarely precedented behavior across all asset classes (whether risk assets or...
Chugging along at Visma

Chugging along at Visma

We are proud to have partnered with Visma, the leading provider of mission-critical software to small and medium sized businesses and the public sector in Europe, since 2019. Since then, Visma has continued to grow no matter the external circumstances (not even covid...
Bolttech Successfully Raises Series B Upround

Bolttech Successfully Raises Series B Upround

Our portfolio company bolttech continues its torrid pace of company-building and innovating through the successful raise of its Series B (an up-round!). We are excited to welcome Series B lead Tokio Marine as a new member of the bolttech shareholder group and are...
CIO Commentary – Second Quarter 2022

CIO Commentary – Second Quarter 2022

Asset allocation is perhaps the single most important determinant of over/underperformance when it comes to delivering returns to investors.  This has always been a complex endeavor, but it seems despite having seen a full spectrum of macro issues to digest over the...