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 "S&P 500"

Currently Browsing S&P 500 :


Quarterly Newsletter to the Public Q1 2015

Quarterly Newsletter Q1 2015 April 28, 2015 “In Math, we can sort of know that we’re wrong.  We can even sometimes know that we’re right … The main thing is where you set the bar between success and failure.  Some people will say 99 percent correct is failure because you…

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

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…

Read More

ERBAA and Bumpy Returns

ERBAA and Bumpy Returns

Executive Summary This paper reiterates our view and rationale for reduced risk allocation Historically the greatest risk to equity prices has come during recessions. Economic Based Asset Allocation is a process to reduce risk as the economy slows, taking minimal risk after a Recession Call. We expect the result of…

Read More

Last updated by at .