Bill Hortz's blog

Vertical Integration as a Private Real Estate Investment Advantage

[A rare but distinctive business structure crafted by certain investment management firms warrants further exploration - the “vertically integrated” business model.

Ensemble Active Management – Capturing Active Manager Alpha

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA,

The Need for Better Market Intelligence for Active Equity Managers

[Our guest article explores the perennial challenge of active managers in capturing alpha and beating their benchmarks and passive performance.

AI Agents as Hyper-Efficient Advisor Meeting Assistants

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.

Pages