NEWSLETTER
True North Institute's most notable observations over the last 3-months
What appears to be working and not working in the world of institutional investing across all asset classes.
Issues
4th Quarter 2024 / 1st Quarter 2025 Newsletter
This newsletter reflects on President Trump’s action-packed first month and its long-term investment impact. We also update on AI investing, structural shifts in PE/VC and the end of the energy transition.
3rd Quarter 2024 Newsletter
This is True North Institute’s second quarterly newsletter. The primary aim of these letters is to quickly arm the Chief Investment Officer with some of the most important agenda items to be discussed in any upcoming investment committee meeting.
2nd Quarter 2024 Newsletter
This is True North Institute’s inaugural quarterly newsletter. The primary aim is to quickly arm the Chief Investment Officer with important agenda items to be debated in any upcoming investment committee meeting.