Intentional

Passive or active? That is the question investors often ask. What they mean is, should I invest in a fund that is “actively” managed or should I invest in a “passive” fund that simply mirrors a market index? There are good arguments for both approaches, but more importantly, is that even the right question? The…

Read The Quarterly Reports

Mastering The Market

I love spring. In my home state of Georgia, there is a significant event which marks the season every year: The Masters Tournament, the annual golf tournament that transcends the game. One does not have to be a golfer or a golf fan to be a fan of the Masters; like the Super Bowl, Wimbledon,…

Read Iron Capital Insights

First Quarter 2026

Panic and Run! When my daughter was young her favorite show was a Disney cartoon called “The Lion Guard.” In one episode, the Lion Guard was trying to help a zebra whose herd was under attack by some hyenas, and the zebras’ reaction was to panic and run. I can still see my daughter dancing…

Read Capital Market Reviews

The heart and soul of our firm is our passion for what we do and our unique perspective on the forces that affect the markets and shape our investment decisions for your portfolios. Learn more about the thought leaders behind our commentaries and operations.

Learn More