Challenge your beliefs.
Expand your knowledge.
Invest wisely.

In the thoughtful environs of the Stray Reflections community, 300+ CIOs and portfolio managers gather to find 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


Obviously, it’s obvious

Why invest in a country with a shrinking working age population, excessive debt, a slow-motion property crash, unprecedented sanctions, and a leader for life?


Reflections: September 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.


Successful Fathers

When it comes to parenting, as in professional life, nobody sets out to fail. Why then do some fathers succeed while others do not?


Confusion of confusions

Feeling lost, confused, and uncertain is as much a hallmark of investing as is clarity, conviction, and a sense of calm.


The shale crystal ball

Hold off your bearish bets till everything comes together. There’s still time. The S&P 500 is heading toward a new high above 5,000.