by Frend | apr 3, 2026 | Chapter 5
« Back to our fieldbook What conventional portfolio practice gets right – and where it breaks The way that we understand conventional portfolio management is that it’s necessary, but not sufficient. The rigour and discipline are needed. Practices around vetting...
by Frend | apr 3, 2026 | Chapter 5
« Back to our fieldbook Three horizons – where we are, and where we’re heading But where are we headed? We tend to think about the portfolio’s development in three horizons. This isn’t a project plan per se, it’s more of a direction of travel....
by Frend | apr 3, 2026 | Chapter 5
« Back to our fieldbook Behind the curtain: wealth as stewardship Behind the heatmaps sits a simple organizing question that runs through everything we do: as we follow our interests and relationships, are we embodying a shift from wealth-as-preservation to...
by Frend | apr 3, 2026 | Chapter 5
« Back to our fieldbook Annex Practitioner tools, templates, and worked examples to accompany the main chapter. These are not prescriptions — they’re starting points. Take what’s useful, adapt what isn’t, and let us know what you find. Annex A...
by Frend | jun 26, 2026 | Chapter 6
« Back to our fieldbook The hero, the heroine and the stories we invest by Chapter 6 intro This chapter was written by Corien Botman, writer, investor and member of the Explorers Club. She brings all her capacities to bear — personal, social, spiritual and financial —...
