Our Man in NYC

Portfolio Update   - China Thesis:  With data out of China continuing to be tepid and signs that the US is at the beginning of the end of i...

Portfolio Update   - International/Country:  Our Man exited his positions in both Italy (EWI) and Spain (EWP) during the second half of the...

Portfolio Update - None Performance Review June proved the first month in a while that the portfolio significantly outperformed the ma...

- Tickets for Restaurants The in-depth story about why Alinea, Next and the Aviary moved to a ticketing system for their bookings as oppos...

Portfolio Update   - Equity: The two changes to the portfolio both came in the Equity book, with OM adding to the positions in THRX and TWT...

Portfolio Update For more details on the changes to the portfolio, during April, please read the previous portfolio update . - Internat...

February & March saw the some changes to the portfolio in some time, so it seemed sensible to use an entire post to explain what’s goin...