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Posts Tagged "Margin of Safety Investing"

Currently Browsing Margin of Safety Investing :

Margin of SafetyA principle of investing in which an investor only purchases securities when the market price is significantly below its intrinsic value. In other words, when market price is significantly below your estimation of the intrinsic value, the difference is the margin of safety. This difference allows an investment to be made with minimal downside risk. The term was popularized by Benjamin Graham (known as "the father of value investing") and his followers, most notably Warren Buffett… Margin of safety provides a cushion against errors in calculation.” –Investopedia


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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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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Blind Faith

“Incompetence is the disease of idiots.  Overconfidence is the mistake of experts … Incompetence irritates me.  Overconfidence terrifies me.”  Malcolm Gladwell Steve Romick’s latest message suggests that continued easy monetary policy will not end well.  “Despite Mr. Bernanke’s poor batting average (at predicting the future), his confidence appears unshaken.”  We…

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Why Investors Should Seek Fee-Only Advice

Why Investors Should Seek Fee-Only Advice

“Financial Advising is a prescriptive activity whose main objective should be to guide investors to make decisions that serve their best interests.”- Daniel Kahnemann Executive Summary We believe investors should seek any advice but that they will be better served in a fee-only advisory relationship where the advisors’ interests are…

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