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All Insights (253 articles) Veripath Q1 2026 Fund Fact Sheet (6/11/2026) Water Scarcity and Farmland Investing: Why Irrigated Land Holds a Structural Premium (6/10/2026) Negative Stock Bond Correlations are a Historic Artifact (6/9/2026) Roll-Up Strategy in Private Equity: How the Buy-and-Build Model Creates Value (6/8/2026) With Intelligence: Omnigence Eyes Global Farmland in Latest Evergreen Push (6/5/2026) Veripath Information Ratio: Measuring Signal vs. Noise in Canadian Farmland Returns (6/4/2026) Evergreen Funds: The Wealth Channel Case (6/3/2026) Arvore Partners - Q1 2026 Newsletter (6/2/2026) Geopolitical Risk: The New Market Regime? (6/2/2026) Equity Seasonality: Historical Patterns and Portfolio Implications (6/1/2026) Anatomy of Farmland Alpha: A 14-Factor Decomposition of Canadian Farmland Returns (5/29/2026) Alternative Fee Reductions in the RIA Channel (5/27/2026) The Real Economy vs. Financial Assets (5/26/2026) Global Valuation Metrics: Are Debt and Equity Markets Stretched? (5/25/2026) The Logic: The Big Six’s Visible—and Invisible—Bets on the AI Data-Centre Boom (5/20/2026) Mises and the Crack-up Boom (5/20/2026) LMM Multiple Expansion Advantage (5/19/2026) LMM Capital Structure Advantage: Less Leverage, Higher Return (5/18/2026) PE DPI Reality Check: DPI is Cash Returned and Ultimately is the Metric that Matters Most (5/13/2026) Investing in a Time of the Socio-economic Barbell Effect (5/12/2026) Stop Benchmarking Alternatives to the S&P (5/11/2026) GP Stake Thesis: Access Fee Streams + Carry Optionality + AUM Growth (5/6/2026) Who Feeds the World's Wealthiest Nations (5/5/2026) Farmland Versus Timberland Returns (5/4/2026) Veripath Partners - Q1 2026 Investor Letter (5/1/2026) Structural Alpha in Lower Middle Market PE: Public versus Private EV/ EBITDA Pricing (4/29/2026) Farmland and the Global Calorie Deficit (4/29/2026) Evergreen Fund Liquidity: Structural Advantage (4/28/2026) Veripath Creates Global Allocation Model: Screening and Creating Global Farmland Portfolios Using Factor-Based Systems (4/27/2026) Two-Speed Recovery: Canadian CRE's Bifurcated Landscape (4/27/2026) The Logic: Private Credit in Canada Keeps Rolling Despite Deepening U.S. Turmoil (4/22/2026) Canadian Fiscal Federalism: Underwriting Provincial Debt Accumulation (4/22/2026) Canada's Mortgage Cliff: Household Debt at the Rate Crossroads (4/21/2026) Does Canada Over-invest in Residential Real Estate? Crowding Out Investment in Productive Capital (4/20/2026) The Return for Solving Complexity: Why the Illiquidity Premium in Farmland and LMM Private Equity Persists (4/15/2026) Alternative Alpha Outlook Q4 2025 (4/14/2026) Lower Middle Market Private Equity - 101 (4/14/2026) The Lower Mid-Market PE Advantage: Valuation, Operational control, and Structural Complexity (4/14/2026) Soil Clustering for Farmland Portfolio Monitoring (4/13/2026) Press Release: Arvore Partners LP - Strategic investment by ATB Financial (4/9/2026) Is an Export Surplus a Margin of Safety (4/8/2026) Canada’s Succession Wave: Ageing Operators are Driving Deal-Flow in Farmland and Lower Mid-Market PE (4/7/2026) Concentration Risk in Mega-Buyout Funds and the Case for Middle-Market PE (4/6/2026) What Endowments Know That RIAs Don't - Pre-Flight Checklist (4/1/2026) Investing in Alternative Checklist (3/31/2026) The Commercial Real Estate Debt Wall (3/30/2026) Why Family Offices Are Shifting to Real Assets (3/25/2026) Socioeconomic Barbell: Middle Class Compression, Pension Fragility, and the Case for Real Assets (3/23/2026) Net IRR Dispersion by Alternative Strategy: Understanding Manager Dispersion in Return Outcomes (3/18/2026) The Rebalancing Dilemma: Why Quarterly Rebalancing May Destroy Alternative Alpha (3/17/2026) The Japan Anchor Lifts: Monetary Normalizations, Capital Repatriation, and the Repricing of Global Fixed Income (3/16/2026) The Cost of Avoiding the Illiquidity Premium (3/11/2026) The Buffett Indicator - When the Market Outgrows the Economy (3/10/2026) What Lies Beneath the Balance Sheet (3/9/2026) Investing News Network: The Digital Power Plant: Why AI Infrastructure is Outgrowing Venture Capital (3/5/2026) Veripath 2025 Portfolio Carbon Report (3/4/2026) The Consolidation of North American Farms: Size and Number Trends (3/3/2026) The G7 Fiscal Trilemma: Entitlements, Defense, and the Arithmetic of Insolvency (3/2/2026) Operational Excellence as a Driver of Value in Lower Middle Market Private Equity (2/25/2026) Canadian Farmland Liquidity and Institutional Capacity: An Analysis of Transaction Volumes and Fund Sizing Implications (2/19/2026) Are the Private Credit Markets Under Stress? PIK Usage & Covenant Erosion May Tell the Tale (2/18/2026) Operational Excellence: How Lower Middle Market PE Firms Create Alpha Through Kaizen, Lean, Six Sigma, and Continuous Improvement (2/11/2026) The Mega-Manager Paradox: How Concentration Risk in Alternative Asset Management Impacts Institutional Portfolios (2/5/2026) Wellington-Altus Private Wealth: Investing in Farmland Funds (2/4/2026) DPI as the New IRR: Updating the Performance Evaluation of Private Equity for Allocators (1/20/2026) Canadian Family Offices: Tariff Turmoil is the New Normal. Here are Key Trends to Watch (1/8/2026) Canada’s Growth-Inflation Regime Shift and What it Means for Allocators (1/5/2026) Improving the Efficient Frontier of Mixed Asset Portfolios with LMM PE in Positive Stock/Bond Correlation Regimes (12/12/2025) Veripath Partners Completes Acquisition of 640 Acres of Alberta Farmland (12/10/2025) Eliminating the NAV Problem in Private Equity (12/3/2025) Omnigence - Q3 2025 Alternative Alpha Outlook (11/26/2025) Improving the Efficient Frontier of Mixed Asset Portfolios with Farmland in Negative and Positive Stock/ Bond Correlation Regimes (11/25/2025) EquiONE: Driving Operational Excellence Across Our Portfolio (9/19/2025) Stock–Bond Correlation Inversions: Navigating Inflation-Driven Market Shifts (9/11/2025) Stock Bonds Correlations - Decade-by-Decade Performance (9/9/2025) Stock Bond Correlations - Inflation Regime (9/9/2025) High Yields, Investment-Grade Credits? Some Thoughts on the Return Arbitrage of Financializing Canadian Transmission Line Infrastructure (9/4/2025) The Drawdown: Do We Need to Debate the Tracking Error? (9/4/2025) Ontario Farmer: Mass Irrigation Touted as an Untapped Opportunity (9/3/2025) The Western Producer: Irrigation Expansion Urged in Western Canada (9/2/2025) Ontario Farmer: Farmland Increasingly Sought by Investment Funds (9/2/2025) Inflation and Growth in a Regime of Fiscal Dominance: Strategies for Safeguarding Capital from Accelerating Sovereign Debt (8/28/2025) Why Consistency Wins: The Case for the Downside Efficiency of Alternatives (8/25/2025) From Private Equity to Real Estate: Mapping the Alternative Return Landscape (8/14/2025) Operational Alpha: The New Driver of Private Equity Returns (8/14/2025) The Globe and Mail: Alternative Funds See Big Jump in Flows in First Half of 2025 (8/8/2025) Navigating the Risks of Private Credit Investing: Roadmap for Allocators (8/6/2025) Irrigation as Opportunity: Unlocking Value in Canada’s Underutilized Farmland (8/5/2025) Benefits Pension Magazine: Why Pension Plans are Realigning Private Equity Amid Liquidity, Duration Pressures (8/5/2025) Constructing an Optimal Alternatives Portfolio Without Real Estate, Hedge Funds or Traditional Private Equity: An Efficient Frontier Approach (8/1/2025) Thoughts on Litigation Finance: A Non-Correlated Source of Return for Pension Allocators (7/29/2025) 2024 Portfolio Soil and Carbon Report: Zero Till Practices Driving Bio Mass Improvements (7/26/2025) Interview: BNN Bloomberg, The Close: Discussing Alternative Investing (7/21/2025) Omnigence Asset Management Announces Arvore Partners Completion of Second Tranche in its Accelerated Liquidity Program (7/18/2025) Benefits Pension Magazine: How Stagflation Risks are Forcing Pension Funds to Rethink PE, Alternatives (7/18/2025) Eliminating NAV Distortion: A Transparent, Cash-Driven Approach to Private Equity (7/14/2025) Operational Alpha in Private Equity: Moving Beyond Leverage to Lasting Value (7/11/2025) Beyond the J-Curve: Accelerating Liquidity in Private Equity Through Income-Generating Strategies (7/8/2025) High-Cost Beta Masquerading as Alpha: The Institutional Illusion of Alternative Investing and the Need to Return to Basics (7/7/2025) Alternatives in Modern Portfolios - Canadian Retail Investors Lag in the Adding Alts to their Portfolios (7/3/2025) EPOCH Times: Can Canada Increase Defence Spending Without Fiscal Fallout? (6/27/2025) Peer Group Returns for Agriculture Funds: How Productivity-Adjusted Pricing Drives Outperformance (6/10/2025) Veripath Adds Approximately 3800 Acres to Portfolio with New Canadian Farmland Acquisition (6/10/2025) Tariffs Distract from the Real Financial War – One that Canada is Losing Badly (6/5/2025) Evergreen Advantage: How Lower Mid-Market Consolidation Strategies Outperform Traditional Private Equity (5/28/2025) Neue Zürcher Zeitung (NZZ) – Donald Trump Eliminates Highest Tariffs, but the Risk of a Crash in America Remains High (5/22/2025) Canadian Farmland’s Resilience: Strong Performance Regardless of S&P Market Direction (5/20/2025) Canadian Farmland Preserves Capital and Lowers Risk During Major Global Market Crises (5/15/2025) Veripath Farmland Funds – Q1 2025 Investor Update (5/14/2025) BPM: Stagflation Risks Grow as Investors Face Rising Inflation (5/7/2025) Veripath is Pleased to Announce the Acquisition of Two Parcels of Farmland in Alberta (5/7/2025) BNN Bloomberg: Stagflation in Canada? Private Equity Manager Says Investors Should Adjust Accordingly (5/1/2025) Canadian Farmland Provides Stability and Diversification Through Global Economic and Market Crises (4/30/2025) Interview - Forum Daily News: Canada On the Brink of “Stagflation” (4/15/2025) Veripath is Pleased to Announce the Acquisition of Additional Acres of Farmland in Alberta (4/15/2025) Market Watch Picks: Bonds, CDs, Annuities? 10 Money Pros on Exactly What ‘Safe-Haven’ Investments to Consider Now (4/14/2025) Canadian Family Offices: Adding Insult to Injury: Tariffs are only Exacerbating Canada’s Economic Underperformance, Some Experts Say (4/11/2025) Stephen Johnston interviewed by Richardson Wealth: “Why the Canadian Economy Feels Off — and How to See Through the Noise” (4/11/2025) STAY Magazine: Why Stagflation is Still Possible and Why this Matters to Hoteliers (3/20/2025) MSN – SIEMENS SAYS: Tariff Tensions: U.S. and Canada’s Diverging Strategies (3/15/2025) Investment Executive: Stagflation is Here to Stay, Regardless of Tariffs (3/11/2025) Veripath Farmland Partners is Pleased to Announce a Recent Acquisition of Saskatchewan Farmland (2/11/2025) Investing News Network: International Investing: How to Diversify with an International Portfolio (2/3/2025) Financial Post – ‘This too Shall Pass’: Investing Strategies in the Time of Trump (1/30/2025) Wall Street Journal - Auto & Transport Roundup: Market Talk (1/22/2025) Which Canadian Industries Will Thrive amid U.S. Tariffs? (1/16/2025) Canada’s Triple Deficit Signals Deepening Structural Weakness and Economic Growth Risks Ahead (1/15/2025) Money.ca: How Trump’s proposed tariffs will Impact Canadian investors (1/15/2025) Podcast – GlassTalk: Inflation vs Productivity (1/13/2025) BNN The Close: Anticipating Trump’s tariff threats (1/6/2025) Financial Post - 2025 Investing Outlook: Volatility is Name of the Game Amid Tariff and Tech Bubble Threats (1/6/2025) Omnigence Overview (1/2/2025) VIDEO: Opportunity for Investors with Tsunami of Baby Boomers Retiring (12/18/2024) Episode #51: Inflation vs Productivity (12/3/2024) Socioeconomic Barbell as an Investment Driver: Deploying Capital in a Bifurcating Economy (11/26/2024) Total Finance Magazine: Finding Growth Opportunities in Canada’s High Inflation, Low Growth Economy (11/21/2024) The Backbone of the Economy: Mapping SME Scale in the U.S. and Canada (11/21/2024) Private Equity Manager from Omnigence Talks about GDP, Inflation and how to Invest in this Economy (11/14/2024) Driving Post-Acquisition Value: How Lean and Six Sigma Elevate SME Private Equity Performance (11/3/2024) Private Equity Secondaries/Continuations: Approaches and Opportunities (11/3/2024) Veripath Adds to Farmland Portfolio with Ontario Acquisition (10/29/2024) BPM: Farmland as a Portfolio Enhancer (10/28/2024) Evaluating Risk in Agricultural Investments (10/26/2024) The AgriPost: Investments in Canadian Farmland (10/23/2024) Comparing Risk in Agricultural Land Investments - Row Crops vs Permanent Crops (10/18/2024) Omnigence Asset Management Announces Acquisition of Equicapita Assets by Arvore Partners for $238 million (9/20/2024) Kelowna Now: ‘Obvious Solution’ to Canada’s Economic Problems is to Exploit ‘Massive Resource Endowment’: Financial Expert (9/19/2024) Wealth Professional: Could Returns be Growing on Canadian Farms? (8/15/2024) Veripath Farmland Funds – Q2 2024 Update (8/7/2024) Interview - The Morning Brew: Stalled Growth: Why Canada’s Economy Is Falling Behind (7/19/2024) Kelowna Now: ‘Terrible Management’: Financial Expert Says it will Take ‘Decades’ to Fix Canada’s Economy (7/13/2024) Canadian SME Business Magazine: Canada’s Economy Facing Prolonged Period of Stagflation (7/13/2024) Interview: Beyond Wealth – Using Farmland in Your Portfolio (6/21/2024) Luck or Skill? Is your Manager's Alpha Genuine? (6/20/2024) Reversing the Decline: A Policy Framework for Capital Formation and Canadian Stagflation Resilience (6/11/2024) Interview - Bridge City News: Economy Struggling Before COVID (6/7/2024) Windsor Business – A Look at Stagflation and the "Socio-Economic Barbell" that Canada May be Facing in the Next 30 Years (6/6/2024) Interview - Bridge City News: the Impact of Stagflation on Canada's Economy (6/5/2024) Financial Post – Canada Could Face Two More Decades of Stagnant Growth, Report Warns (5/28/2024) Kelowna Now: What is 'Stagflation'? And, why Should Canadians Fear it? (5/23/2024) Wall Street Journal – Socioeconomic Barbell (5/21/2024) Evaluating the Downside and Upside Capture Ratios of Canadian Farmland Over Three Decades (5/14/2024) Veripath Farmland Funds Introduction & Q1 2024 Investor Update (5/12/2024) Veripath Farmland Funds - Q1 2024 Investor Update (5/6/2024) Veripath Advisor Introduction Series (4/29/2024) Addressing Persistent Market Fallacies: Why Canadian Farmland Remains a Strategic, High-Value Asset (4/22/2024) Omnigence History of Finance: A Short-Lived Negative Interest Rate Experiment of 1936 (3/27/2024) What Would Be Required to Eliminate Fossil Fuel Use? Understanding the Scale of the Global Energy Challenge (3/26/2024) Maximizing DPI: How SME Roll-Up Strategies Can Outperform Traditional Mid-Market Buyouts (3/8/2024) Is Canadian Growth Dead? Structural Headwinds and Implications for Long-Term Competitiveness (2/15/2024) Corpus, Averine & Preceptos Partners Q2 2023 Investor Updates (9/19/2023) Q1 2023 Portfolio Operating Partnership Strategy Update (6/27/2023) Veripath Acquires an Additional 640 Acres of Farmland in Saskatchewan (5/16/2023) Global AgInvesting: Veripath Announces Open-ended, RRSP-Eligible Farmland Investment Strategy (5/9/2023) Farmland’s Behavior in the 2022 Rising Rate Market (11/25/2022) Equicapita Grows its Investments with Data Thanks to Domo (10/7/2022) Veripath’s Q3 2022 Farmland Acquisition Recap (10/6/2022) Forbes: The Growth of Farmland Investing (9/16/2022) Equicapita History of Finance – the Nixon Price Controls (8/8/2022) BNN: Buying into Farmland as a Hedge Against Inflation (8/2/2022) Canadian Farmland: A Proven Hedge in Inflationary and Stagflationary Periods (7/20/2022) Changes in GDP per Capita as a Portfolio Consideration (7/20/2022) Equicapita 2020 Year in Review (7/20/2022) Equicapita 2019 Year in Review (7/20/2022) Equicapita Year in Review 2021 (7/20/2022) Equicapita History of Finance – the “law of maximums” (7/20/2022) Equicapita History of Finance – the Edict of Diocletian (7/20/2022) Veripath is Pleased to Announce Kerri Furlong has Joined as Partner (6/8/2022) Veripath Farmland Partners is Pleased to Announce the Acquisition of 2,135 Acres of Farmland in Manitoba (5/16/2022) Country Guide: The Story of High Prices (4/27/2022) International Banker: Why Farmland Has Become Such an Attractive Investment Proposition (4/27/2022) Veripath is Pleased to Announce Matt Barr has Joined as Partner (3/29/2022) Veripath Partners Team Celebrates 15 Years in Farmland Investing (3/1/2022) Canadian Family Offices: Investing in Farmland, the Alternative Asset with a Sustainable Upside (2/24/2022) Geometric Mean Return Effects of Adding Canadian Farmland to an Index Holding (2/10/2022) Veripath Farmland Partners Publishes Q4 2021 NAVs (2/5/2022) Veripath's Provincial Farmland Quick Fact Sheet – British Columbia (1/24/2022) Veripath's Provincial Farmland Quick Fact Sheet – Quebec (1/24/2022) Veripath's Provincial Farmland Quick Fact Sheet – Ontario (1/24/2022) Veripath's Provincial Farmland Quick Fact Sheet – Alberta (1/24/2022) Veripath's Provincial Farmland Quick Fact Sheet – Saskatchewan (1/24/2022) Veripath's Provincial Farmland Quick Fact Sheet – Manitoba (1/24/2022) The Western Producer: Inflation Sparks Land Interest (1/17/2022) Veripath Acquires 2,850 Acres of Additional Farmland in Alberta (12/20/2021) The Street: Investors Turn Toward Farmland as Inflation Hedge (12/14/2021) Financial Post: Farmland Draws Investor Interest with Inflation Running Hot (12/13/2021) Portfolio Construction Using Canadian Farmland Allocations (12/2/2021) Veripath Launches New Private Placement for Accredited Investors (10/18/2021) Wealth Professional: How to Cultivate an Evergreen Farmland Fund (10/18/2021) Wealth Professional: The Growing Investment Appeal of Canadian Farmland (10/14/2021) Farmland Loss Trends in Canada - Population Growth, Urban Expansion and Soil Degradation (10/1/2021) Building a Canadian Farmland Portfolio Using Factor Analysis (9/17/2021) Global AgInvesting: Veripath Farmland Partners Acquires 10,500 Acres of Farmland in Alberta (9/15/2021) Veripath is Pleased to Announce it has Completed the Purchase of Approximately 10,500 Acres of Farmland (9/2/2021) Global AgInvesting: Portfolio Construction – Adjusting for Provincial Variations in Sharpe Ratios (8/20/2021) Veripath Publishes Q2 NAVs Showing Strong Appreciation of Farmland Portfolio (7/22/2021) Veripath Responsible Investment Policy (7/20/2021) Agri Investor: Veripath Targets $250m Fund Size by Year-End (7/20/2021) Global AgInvesting: Farmland, Inflation, Stagflation and Real Rates (7/13/2021) Veripath Grows to Approximately 90,000 Acres in Q2 2021 (7/7/2021) Genetic Literacy Project: Carbon Negative Farming? Cover Crops, Rotational Grazing and No Till (6/23/2021) Row Crop Returns versus Permanent Crop Returns in Q1 2021 (5/12/2021) Farmland Leasing is Increasing in Popularity (5/12/2021) Boston Business Journal: Hancock Parent Aims for 'Net Zero' Emissions from Investments (5/10/2021) Veripath Announces 2.86% Quarterly NAV Increase (4/26/2021) Veripath Farmland Fund Announces New Partners for its Soil Management Program (4/21/2021) The Western Producer: Farmland Called Hedge Against Stagflation (4/16/2021) Veripath Farmland Funds Launch Updated Sale-Leaseback Program (3/18/2021) Veripath Farmland Fund Offers Additional Series on Fundserv Platform (3/15/2021) Veripath Launches its Tax Deferred Land-Unit Swap Program For Farmers (3/11/2021) Veripath’s Open-ended Approach to Canadian Farmland Investments (3/5/2021) The Effect of Long-term Real Rates on Farmland Appreciation Behavior (2/23/2021) Veripath is Pleased to Announce it has Qualified to Become a Signatory to UN-PRI (2/16/2021) Forbes: Bill Gates Largest Farmland Owner in US (1/15/2021) The Rebound in China’s Hog Market appears to be Bullish for Agriculture (1/13/2021) Veripath Welcomes Aligned Capital and Echelon Wealth as Capital Raising Partners (12/17/2020) Agri Investor: Stagflation Fears Drive Institutional and Retail Farmland Demand - Veripath (11/20/2020) Portfolio Construction Using Canadian SME Allocations (11/16/2020) Factor Analysis for Constructing Farmland Portfolios in Canada (11/4/2020) Pensions & Investments: Why Investing in Farmland Makes Sense (9/17/2020) Jim Rogers “Invest in farmland” – Motley Fool (9/6/2020) S&P Global: In a Sea of Red, an Inviting Patch of Green (9/6/2020) Farmland as a Strategic Asset: Diversification, Inflation Protection, and Stable Returns (9/6/2020) Factor Analysis for Plans Constructing Farmland Portfolios in Canada (9/6/2020) Farmland, Gold and Stagflation - The Perfect Storm? (9/6/2020) Canadian Farmland: Superior Risk-Adjusted Performance Through Sortino Ratios (9/6/2020) Canadian Farmland Omega Ratios: Assessing Risk-Adjusted Return Quality (9/6/2020) The Asset: Farmland Piques Global Investor Interest Amid Pandemic (8/25/2020) The Western Producer: Is it Better to Own Farmland or Gold? (8/14/2020) Forbes: The Biggest Investment Opportunity You’ve Probably Never Heard Of (12/4/2018) BNN Interview: Veripath Co-Founder Discusses Macroeconomics and Alternatives (6/16/2014) BNN Interview: Co-Founder of Veripath Discusses Farmland as an Investment (6/16/2014) Myth vs. Reality in the Global Economy: Stephen Johnston at the Ludwig von Mises Institute of Canada (9/11/2011) 
