ACosgroveJan 4, 2021Reflections on 2020 – and Why Our Unusual Business Model Still Works for ClientsWhere to begin with 2020? There’s not much to say that hasn’t already been said, and most are quite happy to say goodbye to a year that...
ACosgroveNov 17, 2020Capitalism in Service of SocietyOne of the most important changes in business in the coming decades could be the shift from TSR to TSI. Which means…what, exactly? In...
ACosgroveNov 2, 2020A Bubble Unlike Any OtherThat was the quote from investor Jeremy Grantham (of GMO fame) in an interview with Advisor Perspectives published 10/22/2020. That we...
ACosgroveOct 15, 2020A Swarm of GnatsIn our 2Q letter to clients I tried to highlight the activity we see today (mostly related to the pandemic) as opposed to the long-term...