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Phil Huber

@bpsandpieces.bsky.social

Head of Portfolio Solutions at Cliffwater ๐ŸŒŠ | RIA Intel's 2023 CIO of the Year ๐Ÿ†| The Allocator's Edge ๐Ÿ“—| Bps & Pieces ๐Ÿ‘จ๐Ÿปโ€๐Ÿ’ป | Pro Wrestling Aficionado ๐Ÿคผ ๐Ÿ”—: bpsandpieces.com

830 Followers  |  91 Following  |  19 Posts  |  Joined: 18.11.2024  |  1.9482

Latest posts by bpsandpieces.bsky.social on Bluesky

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The Paper Trail: A New Paradigm | bps and pieces

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01.03.2025 15:58 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Every month I publish The Paper Trail, a curation of the best investment research I can find.

Februaryโ€™s edition features:

โ›๏ธ PIK income
๐ŸŽต Royalties as an asset class
๐Ÿ“ก Systematic investing
๐Ÿ”ญ Private equity's 2025 outlook
โšพ๏ธ Probabilities and payoffs
๐Ÿฅˆ A record year for secondaries

(๐Ÿ”— in replies)

01.03.2025 15:58 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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The Paper Trail: Defying Gravity | bps and pieces

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31.01.2025 15:25 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Every month I publish The Paper Trail, a curation of the best investment research I can find.

Januaryโ€™s edition features:

๐ŸŒฑ VC Secondaries
๐ŸŽญ Private Debtโ€™s Next Act
๐Ÿฅฉ GP Stakes in a Portfolio
โš—๏ธ Public-Private Market Convergence
๐Ÿงฉ Specialty Finance
๐Ÿ’ก Contrarian Equity Ideas

(๐Ÿ”— in replies)

31.01.2025 15:25 โ€” ๐Ÿ‘ 3    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Wanna feel old?

Wedding Crashers came out 20 years ago

13.01.2025 02:30 โ€” ๐Ÿ‘ 3    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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The Paper Trail: Climbing a Wall of Worry | bps and pieces

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27.12.2024 20:18 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Every month I publish The Paper Trail, a curation of the best investment research I can find.

Decemberโ€™s edition features:

๐Ÿง— Private Debtโ€™s Wall of Worry
๐Ÿ“ Sizing Bitcoin
๐Ÿ‡ Permanent Crops
๐ŸŒช๏ธ Long Volatility Strategies
๐ŸŽ’ Portable Alpha
๐ŸŒŽ Non-U.S. Small Caps
๐Ÿšช PEโ€™s Exit Environment

(๐Ÿ”— in replies)

27.12.2024 20:18 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Nothing beats hearing your kid belly laugh to Home Alone for the first time

24.12.2024 17:08 โ€” ๐Ÿ‘ 4    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Rare glimpse of Santa reading a Bill Ackman tweet

10.12.2024 21:51 โ€” ๐Ÿ‘ 12    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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This is the ideal Christmas album.

You may not like it, but this is what peak performance looks like.

10.12.2024 00:43 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

(โ€ข_โ€ข)
<) )โ•ฏletโ€™s circle
/ \

(โ€ข_โ€ข)
\( (> back after
/ \

(โ€ข_โ€ข)
<) )โ•ฏthe holidays

29.11.2024 20:43 โ€” ๐Ÿ‘ 23    ๐Ÿ” 3    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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Youโ€™re welcome

28.11.2024 19:43 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Not

28.11.2024 17:18 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Most overrated Christmas movie: A Christmas Story

Most underrated Christmas movie: The Family Man

28.11.2024 16:46 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0
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The Paper Trail: Loading the Dice | bps and pieces

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28.11.2024 01:59 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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Every month I publish ๐—ง๐—ต๐—ฒ ๐—ฃ๐—ฎ๐—ฝ๐—ฒ๐—ฟ ๐—ง๐—ฟ๐—ฎ๐—ถ๐—น, a curation of the best investment research I can find.

Novemberโ€™s edition features:

๐Ÿ’ถ European Buyouts
โš–๏ธ Stock-Bond Correlation
๐Ÿš† Infrastructure
๐ŸŽข Long Volatility
๐Ÿงฌ Alphaโ€™s Evolution
โฑ๏ธ Commitment Pacing
๐Ÿค– Machine Learning and Stock Selection

(๐Ÿ”— in replies)

28.11.2024 01:59 โ€” ๐Ÿ‘ 12    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

Took one of those glorious Sunday naps where I woke up and forgot how to speak English

24.11.2024 22:17 โ€” ๐Ÿ‘ 3    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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There are few beers better than the airport beer

21.11.2024 22:15 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Tired: FinTwit

Wired: BlueFi

19.11.2024 03:55 โ€” ๐Ÿ‘ 11    ๐Ÿ” 0    ๐Ÿ’ฌ 4    ๐Ÿ“Œ 3

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