The family holding company.
McManus & Sons is the primary holding company for the family's investment deals — real assets built and operated across the United States and the Bahamas. This is the operating record behind how Lily Funds underwrites everything else.
The portfolio, past & present.










Where the thinking lives.
The Lily Letter is where the reasoning gets written down at length — what a theme actually rests on, why a price made sense, and what would change the view. Short notes go up on X.
No fixed schedule — it goes out when there is something worth saying. Your address stays with us, and you can unsubscribe at any time.
Read the Insights →