When Sophisticated Portfolios Fail Quietly

Read Now

Harvesting Alpha is a monthly memo for wholesale investors, fund managers, business leaders, and financial professionals who are committed to understanding where and how real value is created.

Each edition explores a focused theme—whether drawn from theory, history, or current events—while staying grounded in the question: Where is the value, and how can it be harvested?

Brought to you by Ecosse Capital Partners

Latest Memos

Memos
Memo 9: When Sophisticated Portfolios Fail Quietly
Memo 9: When Sophisticated Portfolios Fail Quietly

When Sophisticated Portfolios Fail Quietly

Memo 8: Venture Capital, Private Credit, and the Lifecycle of Capital
Memo 8: Venture Capital, Private Credit, and the Lifecycle of Capital

Venture Capital, Private Credit, and the Lifecycle of Capital

Memo 7: The Perils of Early-Stage Tech Investing
Memo 7: The Perils of Early-Stage Tech Investing

The Perils of Early-Stage Tech Investing

Memo 06: The Smile Curve
Memo 06: The Smile Curve

Smile - your margins may thank you.

Memo 05: Fear and FOMO - The Market’s Real Drivers
Memo 05: Fear and FOMO - The Market’s Real Drivers

The psychology driving investors today.

Memo 04: Buffett as the Exception, not the Rule
Memo 04: Buffett as the Exception, not the Rule

Today, Buffett’s scale and control make his strategy hard to replicate.

Memo 03: Public Market efficiency - and why it’s a problem
Memo 03: Public Market efficiency - and why it’s a problem

Public markets redistribute capital; private markets create it.

Memo 02: Get Big or Get Niche: why small businesses - and asset managers - must choose
Memo 02: Get Big or Get Niche: why small businesses - and asset managers - must choose

How small businesses thrive by narrowing their focus

Memo 01: The Founder’s Dilemma in the Wild
Memo 01: The Founder’s Dilemma in the Wild

Do you want to be rich or do you want to be king?