capital allocation

Oren Cass Is Right About the Disease. He’s Wrong About the Cure.

A conservative economist just published the most widely-read critique of financialization in years. His diagnosis is devastating — and [...]

From Nihilism to Intention: Rethinking Investment Purpose

We’re pleased to share an insightful article by our President, Erika Karp, and CIO, Garvin Jabusch, originally published in Wharton Magazine, exploring a [...]

Investing in the Future: How Sustainability-Oriented Strategies Beyond ESG Mitigate Risk

By Garvin Jabusch. Abstract The best way to de-risk investments is to defuse the main risks to the economy. The best way to defuse primary economic [...]