Insights
Research, commentary & notes
How we think about markets and managers — from deep private-markets research to monthly reflections and current positioning. Written by the Das Family Office Investment Office for accredited investors.
Research & primers
Private Markets · Primer
What Actually Predicts Returns in PE, Venture & Private Debt
The empirical factors that genuinely move fund outcomes across private equity, venture capital and private debt — and how much the evidence supports each.
Read the primerYear in Review
Best Alternative Funds of 2025
The private-market funds that actually delivered — measured by real, cash-backed returns rather than paper marks, with the story behind each.
Read the reviewMarket commentary
Monthly
Market Reflections
Our regular commentary on markets, macro and portfolio positioning as conditions evolve.
Browse reflectionsPositioning
Tactical Positions
Where we currently lean across asset classes, and the thinking behind those tilts.
View positionsMore from DFO