Kathleen delivers high-conviction financial intelligence and portfolio insights tailored for institutional and high-net-worth clients, blending rigorous analytics with human judgment to uncover asymmetric opportunities. Branded by its signature offering, “Boeing 777 PEEK,” the firm emphasizes deep, high-altitude perspectives—long-range market scenario planning and stress-tested strategies—so clients can navigate complexity with confidence and disciplined risk control.

Kathleen is guided by clarity, courage, and custody: we prioritize transparent analysis that translates complex markets into actionable decisions, we speak truth and take principled stands even when consensus is loud, and we treat client capital as if it were our own through meticulous risk management and operational rigor. These values shape every recommendation and interaction—ensuring our research is honest, our convictions are accountable, and our relationships are built on long-term performance and trust.