Investment Strategy & Management

After decades of advising elite institutions, families, and individuals, representing trillions of assets, with a $100 mm de facto minimum, I now want to share what I have learned with no specified minimum account size and a maximum 0.40% starting annual fee.

OUR HISTORY

Our
Extended
Family

We were originally established to assist the family office in guiding the investments of Hunter Lewis, his family, and related entities. We began to welcome outside clients, both private and institutional, into our extended family in order to share the services that we carefully developed. We are committed to protecting and growing client assets along with our own.

Our Services

Insights
Why I am not investing in a buyout for a long time to come
Hunter Lewis
Why I am not investing in a buyout for a long time to come
Hunter Lewis

The investment model of private equity has become too popular.

Hunter Lewis
Why Index Funds Could Fade
Hunter Lewis
Why Index Funds Could Fade
Hunter Lewis

The stock market’s recent dip into bear-market territory raises new questions for these popular funds. Will indexing recover and go on to scale new heights? Or has the time come to consider its defects as well as its virtues?

Hunter Lewis
A Risky Time for Venture Funds
Hunter Lewis
A Risky Time for Venture Funds
Hunter Lewis

Hunter predicted hard times for venture just before they arrived. He also discusses little understood potential conflicts of interest, ties with China, and excessive leverage.

Hunter Lewis
Yale endowment model architect Hunter Lewis calls time on it
Hunter Lewis
Yale endowment model architect Hunter Lewis calls time on it
Hunter Lewis

Based on an interview in April 2021, this Financial Times article touches on three investment topics. In the article, Lewis said that “I think all investors need a bigger inflation hedge.” After the interview was published, reported inflation in the U.S. soared.

Hunter Lewis

Featured Articles

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