Thought Leadership
Insights &
Strategic Memos.
Direct memos from the Chairman’s desk on capital allocation, urban development, and heritage.
Market Thesis
April 12, 2026
Josaphat Drotte Mukrokhame
The Edmonton Investment Thesis: Why Undervalued Cities Win.
An analytical deep-dive into the fundamentals making Edmonton Canada's most dynamic growth region.
Read MemoCorporate Strategy
April 05, 2026
Josaphat Drotte Mukrokhame
Generational Ownership in a Quarter-to-Quarter World.
Why private holding companies are the ultimate vehicle for long-term capital compounding.
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