Insights
Five short essays on private K-12 education as an asset class, the opportunity in Central, Southern, and Eastern Europe, and the thinking behind edeq.
Why one of the most important activities in human life still sits at the margins of the investment conversation, and what it costs us.
Two markets that ought to be close cousins have drifted so far apart that they now behave like different asset classes altogether.
Assets that promise growth and safety at once deserve suspicion first and interest second. Premium K-12 education survives the scrutiny.
Fragmented markets consolidate, and the premium standard is set by whoever arrives first and sets it well. In this region the window is open now.
Most firms begin with a hunch and find their rationale afterwards. We began with the research, and built the firm to fit what it found.