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

Posts Tagged "Economic Data"

Currently Browsing Economic Data :


2015 End of Year Letter for Public

Executive Summary: While listening to market forecasts may be entertaining we are convinced that only fundamentals matter to long-term performance and that fundamentals are bound to return to the markets. While the last several years have been excellent for US stock market indexes like the S&P 500 (until this year)…

Read More

On Recent Market Turmoil

During the first days of this correction we sent a lot of clients an email explaining that corrections occur on average every 18 months.  Since then, Matt McLennan, the manager of the First Eagle Global fund, published an excellent piece giving his assessment of the current environment.  Matt believes this…

Read More

Rare Interview with Jean Marie Eveillard

Recently legendary value investor Jean Marie Eveillard offered a rare interview with Consuelo Mac of WealthTrack.  Eveillard’s low risk and high return investment track record is unrivaled.  In this interview, Jean Marie explains how he transitioned his investment strategy from a pure deep value Benjamin Graham method of valuation to…

Read More

Quarterly Newsletter to the Public Q4 2014

Quarterly Newsletter to the Public Q4 2014 January 30, 2015 “The More I Sweat in Peace, the Less I bleed in War.” Norman Schwartzkopf (re-quoted from Vijaya Lakshmi Pandit, Indian Diplomat) Executive Summary In order to avoid fatal mistakes, prolonged periods of patience may be required, i.e. we have to…

Read More

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….

Read More

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…

Read More

Quarterly Newsletter to the Public: Q2 2014

“People are asking me where the outlook is good, but that’s the wrong question… The right question is:  Where is the outlook the most miserable.’”  Legendary global investor John Templeton Executive Summary At the Morningstar conference in Chicago in June, some of the industry’s best and brightest were out sharing…

Read More

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…

Read More

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…

Read More

Last updated by at .

12