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Archive for October, 2014

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Quarterly Newsletter to the Public Q3 2014

“Life’s bills don’t always come at market tops.” Charles deVaulx, International Value Advisors (former co-manager with Jean Marie Eveillard at First Eagle Global) Executive Summary The key thesis of our investment strategy is that a “go anywhere” approach of buying cheap high quality securities is the recipe for investment success….

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New Medium Risk Strategy being introduced to Allocations

After hearing about a new strategy opening by Osterweis, the Strategic Investment fund, the Global View Investment Committee set up a conference call with the portfolio managers. We were impressed with the risk/ return history of their equity and fixed income portfolios and in particular their attitude towards guarding against…

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