Tom Brakke writes about the “how” of the investment world, primarily focusing on improving current practices within organizations. To be put on the distribution lists for any of the first three publications listed below, please visit the sign-up page. All are free.

the research puzzle

The original writing vehicle for Tom was the research puzzle, which features longer essays on important topics regarding investment analysis and organizations. A related blog, research puzzle pieces, is included in the subscription and consists of shorter items on the same topics. The focus is on creative (that is, atypical) ways of looking at problems and opportunities in the investment world and within organizations.

The Prudent Fiduciary Digest

This newsletter is tailored to institutional asset owners (and those who work with them). Each issue features several thematic sections that provide links to white papers and other sources from a variety of sources, along with commentary on why they might be useful. The goal is to give asset owners access to worthwhile publications that they might not otherwise see. In addition to the thematic sections, there are other links of interest and some questions that could be posed by a fiduciary at the next committee meeting. Back issues can be found here.

Due Diligence and Manager Selection Newsletter

As the name implies, the processes of due diligence and manager selection are the topics of this newsletter. The focus is on providing differentiated ideas for the investigation of asset managers and other types of providers. Editions of the newsletter are not posted online. (Announcements of new public workshops are first sent to the recipients of this newsletter and they receive a discount when attending them.)

Letters to a Young Analyst

This ebook (now in its second edition) is based upon Tom Brakke's popular "letters to a young analyst" series from 2010. The book starts with those letters and includes much more great material for the aspiring investment professional, including advice and commentary from a dozen top industry veterans, and two longer letters from Tom, written in 2014 and 2019. The last section of the book is full of links to great resources.

In addition, those purchasing the book receive a quarterly newsletter that is designed exclusively for them.

Other writings

Tom also posts occasional articles on LinkedIn and at times authors articles that appear in other publications. For example, see this posting on “Disruption and Differentiation,” written for CFA Institute. At times he does ghostwriting for organizations.

Outside of the investment arena, Tom writes a personal blog that touches on a wide variety of topics of interest to him.

Questions? Send Tom an email or schedule a call.