Oops, I Did It Again| April 2019

“Heads I win, tails you lose.” Norville “Shaggy” Rogers Becoming better investors involves learning from mistakes, our own and those of others.  While some lessons need to be learnt the hard way, the preferred method is to draw wisdom from the missteps of others.  It is, after all, the cheaper option. This month, our ‘others’ […]

If Peter Piper Picked a Portfolio Manager| March 2019

“Dogs got personality. Personality goes a long way.” Pulp Fiction In our business and professional lives, one of the most important choices we make is who we hire and work with.  For investors and allocators, this is usually the final step of their investment process.  After determining the financial objectives and portfolio allocation, comes the […]

It’s the End of the World as We Know It| February 2019

“People are predicting the end of the world like there’s no tomorrow.” Mr. Greg Jeffs Since the beginning of civilization, people have been predicting its end.  Everyone from religious figures to psychics and scientists have warned of nuclear holocausts, asteroids, zombie invasions, and other apocalyptic events leading to the extinction of the human race.  In […]

Exit Stage Left| January 2019

“All the world’s a stage, And all the men and women merely players” William Shakespeare From his days as a businessman and TV personality to his tenure in the White House, the President has never shied away from the spotlight.  With his and China’s cold trade war representing the greatest source of risk and uncertainty […]

Show Me The Data | December 2018

“Only time will tell if it was time well-spent.” Jimmy Buffett With calendars flipping from December to January, we rang in the new year and bid adieu to 2018. For most portfolio managers and investors, this was not a sad farewell. Equities endured their worst performance in a decade, and there was little respite elsewhere, […]