What Are You Talking About?
Fundamental traders have been getting their teeth kicked in this year. Perusing through some Q3 letters recently, I see plenty of jargon explaining why performance has been so bad. “We are finding that our core holdings are experiencing greater than expected market headwinds in the face of a more challenging operating environment, inflation-driven costs pressures […]
Why Should I Invest With You vs. Them?
Sometimes, I get asked this question. My honest response: “I don’t know. Try us both out and see who prefer. If you don’t choose me, please let me know why. I’d love to know.” I believe choosing an investment manager is an intimate and personal choice. Surely I can point investors to my performance page […]