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Valbona Schwab

Children’s Health Taps Grinnell College’s Valbona Schwab as CIO

The winner of 2018’s Next CIO competition is taking over the portfolio that Ken Lee built from the ground up.

James Comtois

Are Evergreen Funds Too Good to be True?

The NYSE debut of Bluerock’s BPRE at a huge discount to NAV illustrates one of the strategy’s biggest problems.

Don’t Want Crypto in Your Portfolio? You Might Need to Look Closer at Your Equity Funds.

MPI has found several non-crypto funds show signs of at least indirect exposure to bitcoin, which can lead “to a roller-coaster ride.”
James Comtois December 17, 2025