Memos

Investment wisdom distilled through our 6-question framework.

Robert Wallace

Stanford Management Company

Featured

Robert Wallace | In Good Company with Nicolai Tangen | Norges Bank Investment Management

Private EquityLong Term CompoundingRisk ManagementCapital Allocation

Sir Christopher Hohn

TCI Fund Management

Featured

Sir Christopher Hohn | Investment Conference 2025 | Norges Bank Investment Management

ActivistInfrastructureMoats and BarriersPosition SizingCapital AllocationRisk ManagementLong Term Compounding