Challenge your beliefs.
Expand your knowledge.
Invest wisely.

Join 300+ CIOs and portfolio managers in the Stray Reflections community for clarity, conviction, and a sense of calm. All of us are smarter than any of us.

Trusted by the world’s top investors.


of the top 50 hedge funds globally (by AUM)


members worldwide


community events
(dinners and salons per year)

Unique Insights.
Exclusive Events.
Global Community.

Here’s what you can expect as a member:


Access unique insights you won’t find anywhere else

Our job is not to predict the future; it’s to see the present clearly. Gain unbiased insight into the macro forces shaping the investment landscape. Discover investing ideas and advance your thinking in truly novel ways.


Attend year-round events with exclusive guests

Our in-person gatherings are intimate and rich. Our online events have their own magic. We uncover the best ideas from our community of hedge fund CIOs and portfolio managers across the globe.


Mix with our tight-knit community in our Slack group

Surround yourself with peers from around the world you can count on. We talk, exchange, learn, and lean on each other in our members-only Slack group. Test your opinion, take some advice, or just lurk. No trolls; we promise.


Reflect on markets with Jawad one-on-one

Two heads are better than one. Let Jawad be your thinking partner. Air your ideas, play out scenarios, and throw some refreshing water on those burning questions. You set the agenda. Each call is a chance to reset and rebalance.

Your clever new community awaits.

Access unique insights, build valuable connections, and invest wisely.

Access unique insights, build valuable connections, and invest wisely.

Recent Articles


Reflections: December 2023

As the year draws to a close, we reflect on a question we asked at the start of 2023 when pessimism prevailed: “What’s right with the world?”


Confucius, Marx, and Xi Jinping

If you believe you have a good understanding of China, think again. This is the most insightful discussion on China you’ll ever come across.


Reflections: November 2023

Each month I tie together the various threads of our work and connect the dots between what I observe in my travels and conversations.


Lest we forget

What if the shades of 2018 were present with us in 2022?


Curse be upon them

“A Jewish state on only part of the land is not the end but the beginning. We must expel Arabs and take their place.”