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![2026 Angeles Sustainability Report]()
29 Apr, 20262026 Angeles Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2026 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2026.
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![1st Quarter 2026 - Fire Horse]()
8 Apr, 20261st Quarter 2026 - Fire Horse
This is the Year of the Fire Horse, a 1-in-60-year occurrence that portends great risks and upheaval, but potentially great achievements. We recall the origin story of the Fire Horse, why it is an ominous omen, and suggests more turbulence ahead.
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![Celebrating 25 Years of Angeles]()
1 Apr, 2026Celebrating 25 Years of Angeles
This year marks the 25th anniversary of Angeles Investments, a milestone that allows us to reflect on what we have built and where we are headed. We are deeply grateful for the clients, partners, and colleagues who have shaped this journey.
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![Beach Reading]()
19 Mar, 2026Beach Reading
We are having a bit of a heat wave here in Southern California, so take your reading to the beach! I have six new recommendations, all fiction this time, all highly recommended. I hope you ...
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![Fireside Reading]()
28 Jan, 2026Fireside Reading
With most of the country confined to home by snow and ice, I thought you might appreciate some more book recommendations for your fireside reading. And I promise not to mention the weather here in ...
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![4th Quarter 2025 - Garbo]()
6 Jan, 20264th Quarter 2025 - Garbo
What do a movie star and a Spanish poultry farmer have in common? No, that's not the beginning of a joke, but a connection between two mysterious private lives hidden by their public personas, and the deception that changed the course of WW2.
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![Fireside Reading]()
16 Dec, 2025Fireside Reading
As we approach the holiday season, I hope everyone has time to spend with family and friends, and a good book. Not necessarily in that order. Here are my latest recommendations.FictionAudition, Katie ...
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![Year End Newsletter 2025]()
4 Dec, 2025Year End Newsletter 2025
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2025.
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![3rd Quarter 2025 - Photograph 51]()
6 Oct, 20253rd Quarter 2025 - Photograph 51
Errors of the past must be corrected, and progress comes through collaborating with colleagues that have diverse experiences, skills and perspectives. We learn these lessons by looking at the most important photograph in history.
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![Beach Reading]()
26 Sep, 2025Beach Reading
September is the best beach month in Southern California: the water is warm, the days are long, the crowds are gone. I have seven books to recommend, five fiction, two nonfiction. Enjoy them on the ...
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![A Dark Stain on American History and the Patriot who Stood in Opposition]()
6 Aug, 2025A Dark Stain on American History and the Patriot who Stood in Opposition
At AWM, we believe leadership takes courage, especially in times of challenge. Jonathan Foster, our President and CEO, reflects on his great-great-grandfather, Senator George Frisbie Hoar, who bravely opposed the Chinese Exclusion Act.
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![Beach Reading]()
18 Jul, 2025Beach Reading
Most of you know that Beach Reading is not a list of "summertime" romances or light novels, but rather my usual mix of fiction and nonfiction books that I think rise to the level of being worthy of ...
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![2nd Quarter 2025 - Seed Bank]()
7 Jul, 20252nd Quarter 2025 - Seed Bank
Investment principles are rooted in true experiences, but investment success comes from cross-fertilizing those principles with new ideas to adapt to the new environment. We hope you enjoy this quarter's letter.
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![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
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![1st Quarter 2025 - Exorbitant Privilege]()
2 Apr, 20251st Quarter 2025 - Exorbitant Privilege
The United States is unilaterally dismantling the global economic structure that it created 80 years ago. We no longer wish to bear the responsibilities of leadership, but we may come to regret losing the privileges that come with it.
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![Fireside Reading]()
18 Feb, 2025Fireside Reading
Three nonfiction and three fiction recommendations for your fireside reading. Enjoy!Rat City, Jon Adams & Edmund RamsdenHow does a city get rid of its rats? In the 1940s, the city of Baltimore ...
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![4th Quarter 2024 - The Colbert Show]()
22 Jan, 20254th Quarter 2024 - The Colbert Show
Louis XIV was a financial genius whose policies both enabled the rise of France and contributed to its eventual decline. The lessons of that time are more relevant today as the world turns back to adopting many of those same economic principles.
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14 Jan, 2025"The horror, the horror"
On a beautiful January day that exists only in California, snow-capped mountains to the east, sparkling Pacific Ocean to the west, I saw the flames starting on a hilltop to the north. This is not ...
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![Friendships]()
19 Dec, 2024Friendships
Last month, I returned to college for a ceremony honoring my coach. I have stayed in touch with Coach all these years, it is one of my most treasured friendships, as well as with some teammates, but ...
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![Year End Newsletter 2024]()
12 Dec, 2024Year End Newsletter 2024
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2024.
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![Fireside Reading]()
9 Dec, 2024Fireside Reading
Seven selections for your winter reading, including my Book of the Year. May you have a warm and enchanting reading season.NonfictionAutocracy, Inc., Anne ApplebaumApplebaum and her neoliberal ...
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![3rd Quarter 2024 - Maginot]()
8 Oct, 20243rd Quarter 2024 - Maginot
"Don't fight the last war" is sound advice to military planners, but also good guidance for investors and policymakers. Maginot examines the consequences of failing to follow this adage by investors, politicians and generals.
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![Beach Reading]()
13 Aug, 2024Beach Reading
Six new books for you, all fiction, all great. I hope you enjoy!The Sellout, Paul BeattyThis is possibly the most brilliant satirical novel since A Confederacy of Dunces. The protagonist, known by his ...
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![2nd Quarter 2024 - Verschlimmbesserung]()
8 Jul, 20242nd Quarter 2024 - Verschlimmbesserung
Investors make two big mistakes in assessing the risks of volatility and liquidity in equities. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.
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