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Ayn Rand
INSIGHTS
Research and Press
Opportunities Investing with Early Lifecycle Hedge Funds
Emerging manager hedge funds outperform established managers across most sub-strategies. A recent study by Preqin/50 South Capital pegs the spread at almost 4% per annum while enduring only modestly higher risk as measured by volatility. Total cumulative outperformance was 22% over five years and almost 36% over the study’s 7.5 year period.
Research Boutique Focuses on Company Management and Alternative Data
Paragon Intel’s core research product is the CEO Change Report, which provides deep-dive due diligence on new CEOs. The firm also offers JetTrack, which monitors corporate jet flight activity to predict corporate events such as mergers and acquisitions. The company was founded in January 2017 by Karim Mawji.
Parkinson’s Association Appoints Karim Mawji to 2022-2023 Board of Directors
Karim Mawji bring[s] valuable experience and expertise to our board,” said Bill Morgan, PASWFL Board Chair. “Our dedicated board members provide strategic and financial support to our organization and guide the association to its vision to create a healthier Parkinson community in Southwest Florida.”
“Witnessing firsthand the debilitating effects of Lewy Body on my mother as a patient and on my father as her caregiver has made me a strong believer in the Parkinson’s Association of SWFL’s mission to maximize the quality of life for all people affected by this disease, including those unsung heroes who selflessly care for loved ones,” said Mawji.
Investing in Companies Based on Management Behavior: A Conversation with Karim Mawji
Within Paragon Intel, a team of ex-hedge fund managers and analysts, investigative journalists, and ex-intelligence officers leverage their diverse expertise to perform comprehensive investigations and analysis before and after major structural changes to a company.
The CEO Effect on Firm Performance: An Excerpt from the Strategic Management Journal
38 percent of variance in ROA can be attributed to CEOs. Our technique also generates appreciably different insights about the influence and efficacy of many individual CEOs, perhaps most notably those whose performance differs dramatically from what they inherited and whose influence endures beyond their tenures—in short, the most impactful CEOs.