Connect With Us

Linked In - Global View Investment Advisor Blog - Global View Facebook Investment Advisors - Global View Twitter - Global View RSS Blog Feed - Global View Investment Advisors Google Plus - Global View

Validation of our Thoughts at Morningstar Investment Conference in Chicago

Last week Joey Hines and I spoke one on one with the best investment minds in the business at the Morningstar investment conference. The #1 takeaway was an affirmation of our investment thesis.

The best equity minds agree the greatest opportunity is outside the US and that in the US you must be very selective. They also feel rising rates will cause active management to shine (which it has to some degree so far, this year) and that investors in traditional US bonds face serious headwinds.

Fortunately, several excellent managers recently left other firms and started boutique shops (like Grandeur Peak). We are currently conducting serious due diligence on additional global and overseas equity funds as well as bond funds we believe offer excellent opportunity in this environment and are already slowly adding some of these to your portfolios.

Click here to read a blog I wrote in 2014 on how we select managers: How We Select, Categorize, and Fire Managers.

In summary, we are excited. Our thesis is playing out. We will provide more detail in coming weeks on this as well as some other insights we gained. This is hard work, but it’s hard work we love.


Read More from 

Ken’s focus is on investment strategy, research and analysis as well as financial planning strategy. Ken plays the lead role of our team identifying investments that fit the philosophy of the Global View approach. He is a strict adherent to Margin of Safety investment principles and has a strong belief in the power of business cycles.
On a personal note, Ken was born in 1964 in Lexington Virginia, has been married since 1991. Immediately before locating to Greenville in 1997, Ken lived in New York City.

Categorized: Economic Commentary , Fee-Only Financial Advisors , Financial Planning