Mentioned On
Episode Mentions
WSJ's Take On the Week · Jul 26, 2026
The Buried $150B Bet Inside the Top 20 U.S. Stocks
“Asset allocation research firm conducting study on private market returns and exposure in public portfolios”
Private Market Exposure in Public PortfoliosCorporate Venture Capital StrategiesS&P 500 Earnings Quality and Valuation
View AnalysisWSJ's Take On the Week · Jul 19, 2026
How This $150B+ Wall Street Strategy Could Lower Your Taxes
“Referenced as a $1 trillion manager with proven long-term outperformance track record, case study for systematic strategy success”
Tax-Aware Long-Short InvestingDirect Indexing and Tax Loss HarvestingPortfolio Leverage and Margin Borrowing
View Analysis