This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate. • How to Judge Investment Performance Properly Why two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks. • Benchmarks, Risk, and the AI Bubble Why today’s equity benchmarks are distorted by a handful of AI-driven st...
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This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate. • How to Judge Investment Performance Properly Why two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks. • Benchmarks, Risk, and the AI Bubble Why today’s equity benchmarks are distorted by a handful of AI-driven st...
A big week at Sinclair Range, with our first Sapphire Global Finance deal closing, a deep dive into compounding vs “passive income,” and important lessons from real restructuring work across North America. Highlights: • Interesting Deal of the Week: Sapphire Global Finance Closes Its First DIP Loan Sapphire has completed its first transaction — a highly secured DIP loan for a Canadian cannabis company entering CCAA protection. Scott explains why DIP financing pays high returns, how court-o...
The Winning Momentum Podcast with Scott Sinclair
This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate. • How to Judge Investment Performance Properly Why two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks. • Benchmarks, Risk, and the AI Bubble Why today’s equity benchmarks are distorted by a handful of AI-driven st...
