Catholic Foundations in the U.S. Revisited

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
Interior of St. Vitus Cathedral, Prague, Czech Republic

This updated research report from our last report in 2019 shows that Catholic foundations continue to be a fast-growing sector in philanthropy in the United States. We believe the most successful foundations will continually adapt and refine their strategic growth plans for the future, which will look at both investment performance and fundraising.


Capital Perspectives November 2021

Tony Roth |
Investment Management
Capital Perspectives

I’m (thankfully) finding myself on the road much more these days, visiting clients, colleagues, and family, and am struck by how similar investing is to being behind the wheel of a car. Like driving, investing requires a careful consideration of many visible and invisible risks, looking both ahead and behind us when interpreting economic data, and avoiding hard turns of the wheel unless necessary.


Special Purpose Acquisition Companies—A Blank Check for Success?

Jordan Strauss, CFA |
Investment Management

Special purpose acquisition companies (SPACs) have been around for decades, but in the spring of 2020, they became an extremely popular alternative route for private companies to go public. The subsequent record-breaking surge in SPAC issuance and merger activity that followed was astounding by all measures and led 2020 to be widely dubbed, “the year of the SPAC.