Blog

    October 14, 2021 - In the 1990's, the default investor portfolio included a significant allocation to a star fund manager's equity mutual funds. The typical investor portfolio included allocations to Fidelity's Magellan Fund and Vanguard's Windsor Fund. Asset allocation has changed dramatically since the heyday…

September 13, 2021 - With the continued economic recovery, a reduction in central banks' monetary stimulus remains top of mind for investors. (more…)

  August 31, 2021 - Traditionally, investors have pondered three major considerations when allocating capital. What is the expected return? (more…)

August 16, 2021 - The dog days of summer have brought calm to the markets, concealing an underbelly full of action and excitement. (more…)

July 13, 2021 - One of the most common questions I hear these days is, "How can I generate yield for clients?" With short-term T-Bills yielding 0.05% and 2-year Treasurys yielding just 0.25%, I am not surprised to hear this question often. What does surprise me…

June 14, 2021 - As a hedge fund manager and market prognosticator, our predictions often turn out wrong. It is a very humbling profession. I stated on the February 22nd episode of our Absolute Return Podcast, "Yeah, and this really just concludes the whole GameStop saga. continue…

June 1, 2021 - In their younger years, Berkshire Hathaway’s Warren Buffett and Charlie Munger were both aggressive hedge fund managers, with each running an investment partnership on behalf of wealthy clients. Warren and Charlie, Hedge Fund Pioneers Buffett launched his hedge fund, Buffett Partnership Ltd.,…

May 19, 2021 - Inflation was once the scourge of the global economy and the enemy of politicians. Recently, inflation has become one of the government’s most highly valued tools. Federal debts have ballooned to record levels relative to GDP as governments gouged on record deficit…

May 11, 2021 - Aside from numerous peculiar and obvious asset bubbles, rationality and sensibility have seemingly returned to the market, at least on a relative basis. (more…)

May 4, 2021 - Over the weekend, the Ontario Securities Commission dropped a bomb that reverberated throughout the Canadian capital markets. (more…)