May 9, 2019 | Monthly Commentaries
“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...Apr 5, 2019 | Monthly Commentaries
“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...Mar 8, 2019 | Monthly Commentaries
“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,...Feb 7, 2019 | Monthly Commentaries
“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...Jan 11, 2019 | Monthly Commentaries
“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...Dec 7, 2018 | Monthly Commentaries
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” Benjamin Graham Although November marks the Day of Remembrance, for most credit managers it was a month they’d rather forget. To borrow an analogy from investment...
