Quarterly Review and Outlook – 3rd Quarter 2016

It doesn’t matter THAT the wind is blowing. It matters WHAT the wind is blowing.
-Ron White, comedian

On a recent due diligence trip, we visited with a group of asset management firms that, collectively, are charged with investing over $100 billion of client capital anywhere in the world they see fit. Each has its own investment style, and the market outlooks varied widely, but there was one clear, consistent theme. Massive investments are being made at the intersection of investing and computing.

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