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...
Sinclair Range Week in Review – September 26, 2025
The Winning Momentum Podcast with Scott Sinclair
25 minutes
3 months ago
Sinclair Range Week in Review – September 26, 2025
It’s been a busy week at Sinclair Range. This Episode includes our usual segments: Lessons Learned of the Week, Interesting Deal of the Week, Struggles of the Week, Scott’s Musings of the Week. • Why you should always draft your own non-binding term sheets before bringing in lawyers. • How AI can help you think through deal terms and prepare for negotiations. • Examples from current files, including: o Term sheet for a forbearance agreement o Statement of facts for Novanni litigation...
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...
