After a hectic start to the year filled with meetings, calls, and more discussions than my vocal cords signed up for, my voice will be taking a short break over the next couple of days. In the same spirit, this blog will be taking a brief pause as well. Not due to a lack of…

I adopted healthier eating habits as a natural evolution of my meditation practice. Transcendental Meditation or TM has been a powerful teacher in my life, gradually changing the way I see myself, how I relate to others, and how I experience the world around me. I should add that many years ago, I was very…

While others are distracted by political noise or the latest geopolitical narratives, our investment process stays focused on a simpler question: what works and what does not. Sustainable long-term performance is rarely comfortable. It requires sacrifice, discipline, and a repeatable process not consensus or reassurance. Patience is the real edge. I know, I know. Volatile…

I recently met up with a long-term client who has since become a business partner. From where he is based in Singapore, the economy where I’m based appears healthy. Well, GDP growth looks strong and the local currency has firmed up against the US dollar. On the surface, the numbers seem to support that view….

Just earlier today, a well-mannered Grab driver picked up some documents from me for delivery to a partner. He looked tired, probably had been on the road the entire day but he was polite, focused, and professional. As he drove off, it brought back a memory from more than 30 years ago. While waiting for…