Jonathan Binder’s Post

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Generating alpha for institutional investors through Frontier and Emerging Markets investments that are typically under-represented in typical GEM portfolios

Are you ready for some football? 🏈 I’ve been a loyal fan of the Miami Dolphins for decades. It all started when Dan Marino led them to the Super Bowl in ‘85. Unfortunately, I don’t think the 40 years of futility since then will end this year. And it’s in large part a capital allocation issue. I like the coach Mike McDaniel, but he can’t overcome the team’s two largest problems: 1.     Every year, there are huge talent gaps and we can never seem to fill 2.     Tua To elaborate on my issues with the quarterback: 👎 he’s a system quarterback so when the system is disrupted, he looks very ordinary 👎 he’s shown no ability to improvise 👎 A portion of that $54 million a year he’s getting paid could have been used to improve the team I know, I know. If we didn’t have Tua, I don’t know who else we would have, so he’s our QB. But realistically, I don’t see things changing this year in South Florida. Where’s your team headed this season? = = = 📌 We find alpha in markets where the crowd isn’t investing. 📌 Sign up for our commentary & newsletter in our Featured Section.

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Stacy Havener

Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host

2mo

omg I love this photo Jonathan Binder maybe when things turn, you can say you were early?? or you can call Dustin Sullivan and talk about what you do when you can no longer take decades of football fan pain (his was Jaguars I believe?)

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Jason Salerno

Asset Management Growth Leader | Client Experience | Strategy & Operations | Marketing

2mo

Rodgers doubles his production, lasting until the second quarter. #Jets

Peter R. Wallin

Principal at Lancaster Advisors, Inc

2mo

As an original Englishman you picked up the game well…that’s assimilation .

Santiago Fernando Cuneo, CFA

Strategist at RVX Asset Management, LLC

2mo

Tiene sentido

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