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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

active-investing

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Company
North Square Built the Sales Engine Boutique Fund Managers Couldn’t - Then a $160 Billion Giant Came Calling
Fintech · Enterprise

North Square Built the Sales Engine Boutique Fund Managers Couldn’t - Then a $160 Billion Giant Came Calling

North Square made a business out of the least romantic part of asset management: getting good strategies onto advisers’ shelves. Eight years, several acquisitions and $4.05 billion in retail fund assets later, its distribution machine belongs to Azimut.

asset-management · active-investingRead →
Company
The Family Office That Treats Capital Like a Contact Sport
Vc · Health · Climate

The Family Office That Treats Capital Like a Contact Sport

Wasson Enterprise is a 16-person family office with an operator's reflex: write the check, open the network, then help with the awkward work of growing. Its portfolio stretches from pharmacy automation to recycled plastic, but the common product is practical leverage.

family-office · venture-capitalRead →