Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
Author: Alan Hartley, CFA
A Reason to Sell
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
Despite the U.S.-China Trade Dispute, We’re (Still) Positive Stocks
We aren’t selling stocks today. We’re buying more–because we trust our process and the drivers behind it.
Stock Markets Presently Offer Short-term Gains, and Long-term Pain
While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.
The Pivotal Mistakes that Cripple Family Wealth
By avoiding these pivotal mistakes, we can make great strides in becoming good financial stewards.
A Tale of Two Companies
Of these two companies, Amazon and WESCO, which would you rather own at today’s prices?
Private Equity Looks Set to Disappoint
By our estimates, it may be one of the worst times to invest in private equity.