North WindCapital

Capital, witha prevailing bias.

Some follow the money.
We follow the wind.

Explore our approach

Curiosity, followed by a little scrutiny.

An interesting idea is a starting point.
The work is finding out whether it holds up.

Follow the question.
Then the evidence.

Find
the signal.

Start with a question. Look for data that can answer it, including the evidence we’d rather ignore.

Question
the model.

Test the assumptions. A convincing chart is a reason to look closer, not a reason to stop.

Change
our minds.

Keep what holds up. Drop what doesn’t. Try to do this before calling it a strategic pivot.

Two directors.
Several opinions.

Byron

Director · Head of Prevailing Opinions

“What if?” is usually followed by a new spreadsheet.

Hasnain

Director · Chief Headwind Officer

“Up and to the right” is not a methodology.

Adjust the confidence.
Keep the evidence.

Our outlook generator turns a little conviction into a lot of commentary. Move the slider and see how the story changes.

It’s a joke, not a market forecast.

CautiousCertain

Cautiously optimistic. Enthusiastically overdressed.

Open a spreadsheet, look thoughtfully out of a window, and change absolutely nothing.