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Capital Character Conviction

Long-form reflections, frameworks and perspectives rooted in real-world investment experience and disciplined capital stewardship.

K3 Capital Solutions

Latest Posts

Aug 24, 2024

Why Investing Isn't One-Size-Fits-All: Adapting Your Portfolio Through Life and Hype

> "There's no single recipe for investment success. It has to fit the investor's circumstances, psychology, and objectives." > > — Howard Marks, Oaktr...

Jun 23, 2024

Debunking the Allure of Alternative Investments: A Critical Look at Returns and Risk

> "Some private equity firms are just larding on the leverage and playing games with the numbers. They talk about internal rates of return, but it's o...

May 3, 2024

When Good Decisions Go Bad: Investing Across Developed and Emerging Markets

> There's a saying I keep coming back to — one that rings especially true in investing: > > "Just because something good happened doesn't mean you mad...

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Mar 15, 2024

Riding the Market Rollercoaster

> "The investor's chief problem—and even his worst enemy—is likely to be himself." > > — Benjamin Graham Buckle up, folks. The market rollercoaster ...

Capital · Character · Conviction

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