ATTENTION: ACCREDITED INVESTORS

Investing clarity you can actually use

Our blog breaks down the strategies and discipline the pros use, so you can make confident, informed decisions and stop guessing with your portfolio.

Never miss a post. Get updates delivered straight to your inbox.

The PNTHR’s Perch — Week of Oct 20-24, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/26/2025

Liquidity tailwinds, AI power buildout, AWS outage resilience, policy vs signal, consumer via payments, risk rules, and next week’s key data and earnings. Disciplined and actionable.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitieslong-short equity strategyHedge fund strategy 2025Quant investing strategyearnings season strategyAI investing trendsAI infrastructuresemiconductor sectorprivate creditportfolio riskfinancial plumbing

The PNTHR’s Perch — Week of Oct 13-17, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/19/2025

Private credit stress, AI spend shifts, and market plumbing signals. This week’s Perch breaks down where risk is building and where disciplined investors can stay on offense.

The PNTHR’s Perch — Week of Oct 6-10, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/11/2025

Geopolitical tensions, AI infrastructure, and shifting market momentum. This week’s CIO note breaks down what’s moving markets and where disciplined investors should stay focused.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitieslong-short equity strategyHedge fund strategy 2025Quant investing strategyearnings season strategyAI investing trendsU.S.–China tensionsAI infrastructuresemiconductor sector

The PNTHR’s Perch — Week of Sep 29, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/05/2025

Markets surged into Q4 as AI, energy, and pharma took the lead. In this week’s PNTHR’s Perch, Scott McBrien shares insights from Zurich’s U.S. Trade Mission, breaks down the “hated bull market,” and outlines where PNTHR FUNDS sees the next opportunities in a shifting economy.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitieslong-short equity strategyHedge fund strategy 2025Quant investing strategyearnings season strategybuy the dip strategyAI investing trendscrypto vs goldhated bull market