The Active (Value) Investor’s Manifesto
Photo by jayzynism. “I’m convinced that everything that’s important in investing is counterintuitive, and everything that’s obvious is wrong.” – Howard Marks, Co-Founder of Oaktree Capital Management Don’t let the conservative dress habits of the financial services...
Value vs Growth and the Path to Monetary Normalization
Photo by cacaroot. “In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.” – Rudiger Dornbusch, economist Value investing can be a challenging endeavor, even in the best of...
King Dollar and the impact on the global monetary system
Photo by alexmillos. “I’m the straw that stirs the drink.” – Reggie Jackson (a.k.a., Mr. October), Baseball Hall of Fame Right Fielder Over the past year, strength in the value of the dollar has largely dominated asset class returns and has...
Greece and China – global expansion through debt leverage
Photo by Photocreo Bednarek “If a man takes no thought about what is distant, he will find sorrow near at hand.” -Confucius When it comes to markets, no one can perfectly predict the future. When we manage our clients’ assets, our focus is on...
