Monthly Archives: June 2010

Jun
24

Worriers and Dreamers How can emerging market debt play a role in my porfolio? We spend a great deal of time conducting Meta analysis (reading respected third party researchers). One of the luminaries I enjoy following is Howard Marks. He consistently boils very complex material down into a readable format. In some of his more recent commentary he referenced the two basic camps of investing, Dreamers and Worriers. Dreamers are important for the markets, ...

readmore

We are value investors. That means we tactically look for the chance to buy investments when we think they are cheaper than their true inherent value. It also means that we need to ready to act because whole asset classes can move from expensive to cheap and back again in a matter of weeks.Our outlook over the next 5-7 years is for lower than average GDP growth and a slow ...

readmore