Of the many surprises that 2020 has delivered to date, the one I find the most counter-intuitive and least explicable is the growing performance disparity between value stocks and growth stocks. Through the end of May, the S&P 500 Pure…
The storm that raged through the financial markets in the first quarter of 2020 has eased somewhat, allowing investors a chance to catch their breath and assess the impact. While the possibility of further market distress and upheaval in the…
As we embark on a new year, there’s no better time to take a step back for some perspective on a few of the major themes and trends that are currently shaping financial markets and should be watched closely in…
Each month at Northwood, we gather the partners, client team and investment team together for our monthly investment meeting. This meeting has a variety of purposes. It’s a chance to review the performance of our preferred investment managers and their…
This is the third instalment in a series that explores a number of finance and investment concepts in both theory and in practice. Chemists use the term “volatility” to describe the tendency of a liquid or solid to evaporate at…
I’ve always loved to travel. Whether it be for work, school or pleasure, travel to new and unfamiliar destinations has been one of the few constants in my life over the past 10 years. I have now been to over…
What is Responsible Investing ("RI")? Definitions vary widely, and it can take a number of different forms. But in general, RI involves focusing on more than just financial profits. It recognizes that an investment is more than just transactions and…
Looking back to the Spring 2018 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues. Articles in this issue: Chairman’s Message: Solving the Hassle Map So, what is a hassle map? It…
Looking back to the Spring 2017 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues. Articles in this issue: Chairman’s Message: Our Time in Japan My colleague Eric Weir and I spent…
As you might imagine, we do a substantial amount of reading in our work of managing the financial and personal affairs of families of wealth. This includes quarterly investment letters, political think pieces, global trends and, of course, topics in…
