Articles

Articles

  • Managed Opportunities 2025 Year-End Review

    2025 was not a normal year. From shifting market leadership to growing constraints on power and resources, we review the forces shaping our portfolio and the opportunities ahead.
  • Why Every Investor Needs a Target Rate of Return

    A target rate of return helps investors evaluate progress, manage risk, and stay focused on long-term objectives—rather than short-term market noise.
  • Managed Opportunities 2025 3rd Quarter Review

    Q3 update from Mad River Investors: From our first IPO to welcoming a new team member - why we’re excited about what's next.
  • Managed Opportunities 2025 2nd Quarter Review

    Q2 update from Mad River Investors: Our strategy continues to focus on preserving and growing capital through inflation by investing in scarce, productive assets like land, energy, water, and strategic minerals amid market volatility.
  • What I Learned from My Old 401(k)s

    If you’re in your 40s or 50s with a few old 401(k)s sitting around, here’s how I consolidated mine into an IRA, took control, and started investing on my terms. A practical story about rollovers, clarity, and long-term growth.
  • Compounding Capital Is Our Passion

    Discover why uninterrupted compounding, not short-term gains, drives lasting wealth—and how patience, discipline, and time give investors a powerful edge in volatile markets.
  • Managed Opportunities 2025 1st Quarter Review

    Q1 2025 delivered strong portfolio gains despite market volatility. See how we’re positioned for long-term growth in AI infrastructure, land, and water resources amid a shifting economic landscape.
  • Choosing The Right Money Manager

    Selecting the right money manager is crucial for asset growth and protection. This guide helps investors identify qualities like integrity, strategic focus, and experience to choose a manager who aligns with their financial goals and risk tolerance.
  • Managed Opportunities: Interim Update

    Discover how disciplined strategies and investments in transformative industries like AI and data centers drive strong portfolio performance. Learn about LandBridge's growth, TPL's S&P 500 inclusion, and our approach to navigating uncertainty
  • Managed Opportunities 2024 3rd Quarter Review

    Our modeled account, based on strategic stock selection and durable assets, shows a 41% increase through September, outperforming the S&P 500's 22.1% return. This performance may not reflect individual results. Please refer to disclosures for more details.
  • Bring Out Your Dead…

    Feeling weighed down by underperforming stocks? In the spirit of Monty Python’s 'Bring Out Your Dead,' Mad River Investors latest article shows how neglected assets could be holding back your portfolio.
  • It’s Not What You Earn — It’s What You Keep

    Discover how to grow your wealth by reducing taxes and making smarter financial decisions in our latest article.
  • Keeping Score Without a Scorecard

    Discover how a long-term scorecard helps you make better investment decisions and stay focused on growing your wealth.
  • Newsletter: 3rd Quarter Review

    Stay informed with our quarterly newsletter, where we discuss your portfolio’s performance and highlight upcoming investment opportunities.