Family.

Working with families means balancing enthusiasm for hot topics like AI with the value-leaning in-house view. Head of portfolio desk at Belgian and Luxembourg family office, Wim Antoons, is adding another European small cap manager after one of his preferred funds soft-closed.

In a newly released white paper “Passive Aggressive: The Risks of Passive Investing Dominance” Brightman and Harvey highlight that the flows into passive investments (ETF’s) embeds an increasing systemic risk for equity investors. New flows into passive products mechanically overweight overvalued stocks and underweight undervalued… Read More »GQG Research: Defensive stocks

In a newly released white paper “Passive Aggressive: The Risks of Passive Investing Dominance” Brightman and Harvey highlight that the flows into passive investments (ETF’s) embeds an increasing systemic risk for equity investors. New flows into passive products mechanically overweight overvalued stocks and underweight undervalued… Read More »Ares: A Comprehensive Guide to Private Credit

In a newly released white paper “Passive Aggressive: The Risks of Passive Investing Dominance” Brightman and Harvey highlight that the flows into passive investments (ETF’s) embeds an increasing systemic risk for equity investors. New flows into passive products mechanically overweight overvalued stocks and underweight undervalued… Read More »Passive Aggressive:  The Risks of Passive Investing Dominance

In a generally volatile market, pre-IPO funding remains available for best-in-class companies. After two modest years, 2025 YTD pre-IPO funding is promising but investors tend to favour proven companies, funding safer business models with a clear execution path such as Rippling. Our investors gained exposure… Read More »CGG – Making sense of illusions

In a generally volatile market, pre-IPO funding remains available for best-in-class companies. After two modest years, 2025 YTD pre-IPO funding is promising but investors tend to favour proven companies, funding safer business models with a clear execution path such as Rippling. Our investors gained exposure… Read More »Selected funds investor participation

In a generally volatile market, pre-IPO funding remains available for best-in-class companies. After two modest years, 2025 YTD pre-IPO funding is promising but investors tend to favour proven companies, funding safer business models with a clear execution path such as Rippling. Our investors gained exposure… Read More »Rippling raises $450M at a $16.8B valuation, reveals YC is a customer

The Walloon software developer Odoo has secured a significant capital injection from some of the world’s most renowned investors, including CapitalG (Alphabet’s venture arm), Sequoia, BlackRock, and Mubadala…