◀ The Principal Blog

Turn Right to Go Left



I’ve sent out quite a few updates over the past few months touting the need for alternatives in investor portfolios. But, as I caught up on my reading this weekend, I came across something on alternatives that reminded me of the basic and essential foundation/principal for a meaningful allocation…

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Lost in Translation: Annual Funding Notices Confound Readers



Urban legend has it that the Chevy Nova didn’t sell in Latin America because the brass at General Motors failed to recognize that “No va” in Spanish means “It doesn’t go.” While the veracity of that story is questionable, the lesson it teaches is universal. Knowing your audience is the…

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