Investment Insight

Callan LLC 2024 Private Equity Fees and Terms Study

Callan LLC 2024 Private Equity Fees and Terms Study Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy...

Hedge Funds Gain, Capitalizing on Volatility

Hedge Funds Gain, Capitalizing on Volatility Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy or completeness. Callan...

Private Real Estate Income Is Positive, but Appreciation Falls

Private Real Estate Income Is Positive, but Appreciation Falls Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy...

Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract

Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their...

What to Know About Private Equity, Venture Capital Growth in 2Q24

What to Know About Private Equity, Venture Capital Growth in 2Q24 Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to...

Callan Family Office August 5, 2024, Market Analysis

On August 5, 2024, the broader stock indices had their worst session in more than two years. Our investment team issued a client alert with our perspective. Bottom line: Market corrections are normal and common, and the data we are looking at does not suggest a recession is in our imminent future. Please let us...

The 1H 2024 Callan Institute Periodic Table of Investment Returns

The Callan Institute Period Table of Investment Returns, issued by Callan LLC, tracks returns for the past several years ending December 2023 and monthly through June 2024. This table pictorially represents the returns from most public asset classes available to investors and many are represented in Callan Family Office client portfolios. The returns are ranked...

Callan Family Office 2024 State of Business Report

Earlier this year, BCA Research published a piece titled “Chilling with the Maytag Repairman.” This report contained a summary table (see below) that showed the annualized rate of real GDP growth and its domestic components across all postwar recessions. The table compared the compound-annual growth rates of consumer spending, private (corporate) investment, and government spending....

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as...

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their...

Callan Family Office 2024 Mid-Year Outlook

One of the long-standing investment themes at Callan Family Office has been investing in innovation. This is not uniquely a story around artificial intelligence, or an any particular asset class. Rather, we look for innovative concepts throughout the public and private markets, across industries, and ones that are executable by institutional-caliber asset managers. We recognize...

Callan Family Office Webinar Series: What Does This Extraordinary Election Year Mean for Investors?

In the latest Callan Family Office webinar, Partner Todd Neal is joined by Michael Townsend, Managing Director, Legislative and Regulatory Affairs at Charles Schwab, to talk about what is at stake as Congress and the White House are both up for grabs in 2024.

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