Articles & Insights
Articles & Insights
Explore perspectives from the forefront of capital allocation, strategy design, and long-term investing.
Explore perspectives from the forefront of capital allocation, strategy design, and long-term investing.
Featured Article
Recent Articles
A small selection of recent articles published by Confluence Group.
A small selection of recent articles published by Confluence Group.
HashKey $250M Fund: Institutional Crypto is Here, Not Coming
December 25, 2025
PE Returns 5.8%: Why Allocators Are Dumping Private Equity
December 23, 2025
Macro Funds 16% in 2025: Why Most Managers Missed the Rally
December 23, 2025
Why Renaissance's Drawdown Matters in 2026
December 23, 2025
Gold 184% Return: Why Hedge Funds Missed the Regime Shift
December 22, 2025
DIFC 100 Hedge Funds: The Middle East Moment for Emerging Managers
December 19, 2025
Forecasting as portfolio: How real predictions show up in positions
December 18, 2025
Research Becomes the Baseline: The AQR Signal for Emerging Managers
December 16, 2025
After $5M Capital: The Operational Shift Most Managers Miss
December 15, 2025
Three Types of Capital: Which One Actually Funds Your Growth
December 11, 2025
2008 Changed Everything: Building Funds Allocators Will Fund
December 10, 2025
Beyond Regional Labels: Cycle-Based Portfolio Construction
December 9, 2025
HashKey $250M Fund: Institutional Crypto is Here, Not Coming
December 25, 2025
PE Returns 5.8%: Why Allocators Are Dumping Private Equity
December 23, 2025
Macro Funds 16% in 2025: Why Most Managers Missed the Rally
December 23, 2025
Why Renaissance's Drawdown Matters in 2026
December 23, 2025
Gold 184% Return: Why Hedge Funds Missed the Regime Shift
December 22, 2025
DIFC 100 Hedge Funds: The Middle East Moment for Emerging Managers
December 19, 2025
Forecasting as portfolio: How real predictions show up in positions
December 18, 2025
Research Becomes the Baseline: The AQR Signal for Emerging Managers
December 16, 2025
HashKey $250M Fund: Institutional Crypto is Here, Not Coming
December 25, 2025
PE Returns 5.8%: Why Allocators Are Dumping Private Equity
December 23, 2025
Macro Funds 16% in 2025: Why Most Managers Missed the Rally
December 23, 2025
Why Renaissance's Drawdown Matters in 2026
December 23, 2025
Gold 184% Return: Why Hedge Funds Missed the Regime Shift
December 22, 2025
DIFC 100 Hedge Funds: The Middle East Moment for Emerging Managers
December 19, 2025
Forecasting as portfolio: How real predictions show up in positions
December 18, 2025
Research Becomes the Baseline: The AQR Signal for Emerging Managers
December 16, 2025
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Let’s make your next move count.
Whether you’re exploring new strategies, seeking allocation opportunities, or just want to connect, share your details and our team will get back to you promptly.
Get in touch
Let’s make your next move count.
Whether you’re exploring new strategies, seeking allocation opportunities, or just want to connect, share your details and our team will get back to you promptly.
