Russell rebalance Before we dive into our thematic updates, we’d be remiss if we didn’t touch on the Russell rebalance...

This week’s additions and highlights 1. SPIN-OFFS Adaptive Biotechnologies (ADPT US). Adaptive will separate its MRD and Immune Medicine businesses,...

Mid-Year Thematic Review As we approach the middle of the year, it feels like a good moment to revisit some...

This week’s additions and highlights 1. SPIN-OFFS Honeywell (HON US). With the listing of Quantinuum (QNT) completed, the next action...

The incoming liquidity drain This Monday, Google surprised the market by announcing the mother of all secondaries. Google plans to...

This week’s additions and highlights 1. SPIN-OFFS Hexagon (HEXAB SS). Hexagon provided additional financial and organizational information for its upcoming...

Fund Letters As a matter of tradition, fund managers write to their LPs once a quarter to update them on...

This week’s additions and highlights 1. SPIN-OFFS S&P Global (SPGI US). A reminder of the upcoming spin of S&P Global’s...