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Q1 2026 · Quarterly Outlook · 12 min read
Signals in a Noisy Market
As volatility rises, our quantitative models are flagging dispersion. We outline how we are positioning across public and private markets.
Orla Kennedy, CIORead paper
info@augustaie.comGlobal Headquarters
Research & Commentary
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Long-form research, openly published.
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Mar 2026 · White Paper · 18 min
Venture & Growth: Sizing the Next Cycle
Valuation resets, AI infrastructure, and founder quality are reshaping private technology investing. A framework for the years ahead.
Juliette MoreauRead
Feb 2026 · Commentary · 8 min
Digital Assets: Beyond the Hype
A disciplined look at custody, staking, and protocol-level opportunities for qualified investors.
Kevin HuangRead
Jan 2026 · Research · 14 min
Machine Learning in Portfolio Construction
Where statistical models add value, where they fail, and how we combine algorithmic insight with human judgment.
Liam O'SullivanRead
Dec 2025 · Annual Letter · 22 min
2025 in Review: Data, Discipline, Conviction
Our annual letter to clients on the year that was, the year that comes, and the lessons learned along the way.
Shane ReynoldsRead
Nov 2025 · Commentary · 10 min
Private Credit: Yield with Structure
Why direct lending and asset-backed credit remain attractive in a higher-for-longer rate environment.
Cian MurphyRead
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