by Tom | Mar 26, 2026 | The Catbird Seat
Most strategies have a slide called “Differentiators.” Experienced team. Proprietary research. Disciplined process. Risk management. All true. Not different. The subject of another note. In the last note: The Problem of No Problem — name the problem. Here’s another...
by Tom | Mar 24, 2026 | The Catbird Seat
Every manager wants their strategy to be the solution. But not everyone realizes there’s a problem to solve. So the discussion defaults to something easier. Large cap. Small cap. Value. Growth. The box gets checked. You’re in the pile. But filling a style box isn’t a...
by Tom | Mar 18, 2026 | The Catbird Seat
Laptops close. Chairs slide back. The meeting ends, and it feels like progress. The decision, however, isn’t always made there. It’s made later, when someone who wasn’t in the room asks: “Why this manager?” No slides. No presenter. Just the explanation. If that...
