Public Equity Fund Intelligence Terms and Conditions & FAQs
Updated as of: 11/20/2025
Refund policy
- Your first annual payment is non-refundable—no exceptions.
- To avoid auto-renewal, my assistant will cancel your subscription after you sign-up. You'll retain access for one year from the payment date.
- YOUR ANNUAL SUBSCRIPTION AUTO-RENEWS. Please cancel promptly if you don’t intend to continue. You'll retain access for one year from the payment date.
- There is a 7-day grace period for refunds for accidental renewals. If a refund is issued, it will be minus the non-refundable Stripe processing fee.
- Please note: initiating a chargeback automatically results in permanent loss of access to this product, even if the dispute is later resolved or reversed.
Things to note about the primers
- I try my best to only include independent U.S. institutional investment firms, which means excluding:
- Bank-owned asset management firms, like GS Asset Management (GSAM)
- Profiles of PMs working at a multi-manager platform (unless they have founded their own firm)
- U.S. subsidiaries of non-American firms (such as Vontobel)
- Wealth managers, financial advisors, financial planners, etc.
- All firms described are more than $100 million AUM.
- AUM figures are regulatory figures as of 2/28/25 (unless specified otherwise), which include leverage if it’s a hedge fund.
What info about the funds does your primer contain?
- Investment style (value, growth, market-neutral, agnostic, event-driven, biotech, etc.)
- Year founded
- Founder / key person's name(s)
- Founder / key person’s (CIO, director of research) education (undergraduate and graduate degrees)
- Founder prior employers (so you understand their style lineage)
- If available, investment process, portfolio turnover, position sizing, risk management discipline, etc.
What resources did you use to create these primers?
They are 100% based on public information. Fund Form ADV part 1/2, mutual fund prospectus / annual report, 13-F, founder press articles / podcast / video interview / TV appearance, and other publicly available resources.
For legal reasons, I do not comment on firm culture, ongoing legal proceedings (unless they are facts publicized by major presses), founder personality, etc.
How often do you plan to update the primers?
For now, I plan to refresh once a year. So the next fresh will be March 2026. If there are material launches / closures, I will update the corresponding primer in a timely manner and update my paid subscribers.
I only need one/two primers, do you sell by pieces?
No, because of operational complexity:
- I can’t meet the infinite permutations of individual needs if sold piece-by-piece. For example, one person might want long-only funds in the Southeast and market-neutral funds in California, while another wants activist funds in California and energy funds in Texas.
- I’d have to maintain and remember to update multiple versions of the same content as I continue refining my findings.
Do you plan to produce a primer for Europe?
Yes, but not a top priority.
Do you cover credit funds?
No, I do not. I do cover value-oriented equity funds that invest across the capital structure but not funds that mostly focus on credit.
