
Validus Global Investing
Investing at the Edge of Inflection For investors who seek long-term growth in private and public companies.



That old bugaboo – deflation is back, at least in theory.

Market Breadth, or Another Head Fake?

Are Robots Coming for Portfolio Managers?

What Dirty Rooms Tell Us About Future Hotel Margins

Navigating in Times of Crisis

Pricing Power is not Infinite

Do Venture Convertibles Make Sense in Your Portfolio?

International Shark Attacks Domestic Portfolio

No Turning Back – Nearshoring is Here to Stay

Why Global?

VGI Named to PSN Top Gun Q2 23

Secular Growth is the Best Kind of Value

Industrial Real Estate Update Q2 2023 – No Zero-Sum Games

Does the Way Small Businesses Feel Matter? Probably.

VG Global Growth Celebrates its 10th Birthday and Number One Status

Out of the Frying Pan, Into the Fire

Early Adopter – A page from the playbook of some of the biggest and the best?

Inflection and the Search for Alpha (Podcast)

The Forever CEO – a Good Thing?

When Passive Investing is Active

Marks Musings: Are Zombie Companies Eating your Market Share?

Have we Finally Tamed the Beast of Inflation?
