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Global Financial Markets

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Having worked as Investment Bankers and Management Consultants in some of world’s major financial centers, we’re able to offer first hand, object analysis on the complex world of global economics.

How We Select, Categorize, and Fire Managers

“Price is what you pay.  Value is what you get.” -Warren Buffett Executive Summary This regular update is intended to be used as talking points with your clients. Even Pension Consultants using “investment fiduciary” principles to fire managers suffer poor performance. Retail investors and advisors unknowingly follow similar principles which results…

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Quarterly Newsletter to the Public- Q1 2014

April 22, 2014 “We’re generally overconfident in our opinions and our impressions and judgments.’”  Daniel Kahneman, Nobel winning Psychologist and recent author of Thinking Fast and Slow Executive Summary The economic reality is that most of the world is mired in a New Normal where economic growth is no longer…

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Does Fund Size Erode Mutual Fund Performance?

A recent article, “Drawing the Line of Asset Bloat” by Russel Kinnel published in Morningstar magazine examined the effect of swelling asset size on mutual fund performance. Kinnel highlights several anecdotal examples of how growing size of a mutual can significantly impair the fund’s future returns including the infamous Fidelity…

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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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Elite Manager Closing Funds

The two flagship funds of Global View’s favorite Investment Manager have been soft closed for the past six months, since cumulatively reaching $700 million in assets under management. Soft closing the funds inhibits access from new investors, and allows current shareholders to add to their positions. This permitted Global View…

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Quarterly Newsletter to the Public – Q3 2013

Quarterly Newsletter to the Public – Q3 2013 “The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” Stephen Hawking Executive Summary The US stock and bond markets continue to trade based more on expectations of what the Federal Reserve will do than on fundamentals. The…

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Bonds vs. Stocks – What Happens Next

Since the US Federal Reserve has signaled an exit strategy, “taper” or reduce purchases, both “safe” bonds (US treasuries) and risky assets (stocks and high yield bonds), have been correcting in price. The chart below shows two periods in the last 6 years when treasury bond and stock prices have been…

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