Third Eye Capital
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Toronto, Ontario, M5J 2T3

Third Eye Capital > Articles by: okeefe

CEO Insights

Private lending as an investable asset class has been historically classified as niche and been reserved for large institutional investors within closed-end investment vehicles. In Canada, we were one of the first managers to launch a pure direct lending fund for institutional investors. However, investor...

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“Blessed are the young, for they shall inherit the national debt.” - Herbert Hoover, 31st President of the United States The Great Depression brought the orthodoxy of government involvement in smoothing out business cycles. Policies of easy money, a weaker dollar, and fiscal deficits became accepted tools...

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Inflation is one of the biggest threats to an investor’s portfolio over time. It is also one of the most challenging risks to hedge because at best, any such hedge is imperfect and at worst, it fails to work. This challenge coupled with benign inflation...

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Skepticism is one of the most important requirements for successful investing. The term “skeptic” derives from a Greek noun, skepsis, which means examination, inquiry, and consideration. First practiced by Greek philosophers in the middle of the fourth century BC, skepticism became a system of doubt...

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One of the most frequent questions we get asked by prospective investors is whether our advised funds are sufficiently diversified in loan number, size, and industry/sector composition. Their concern is that the default of a proportionally large borrower (or a larger number of borrowers with...

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