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Archive for January, 2014

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Quarterly Newsletter to Public Q4 2013

Quarterly Newsletter to Public Q4 2013 January 13, 2014 “Concentrating the majority of one’s investment portfolio in one investment category (such as the US stock market) based on an unknowable and fickle long-term equity premium, is a dangerous game of ‘probability chicken.’”   Peter Bernstein, Economic Historian and Author of Against…

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Manager Due Diligence Trip

Manager Due Diligence Trip                                                                    January 8, 2014                                                              Executive Summary Following my trip to the West Coast after Ironman Arizona in November, I took the opportunity to visit with three prominent fund managers in order to gain insight into their investment process and current view of the world.  As a fee-only…

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