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Global Equities

There Are Actually Equities Outside The U.S.

Throughout history, investors have discovered numerous ways to accidentally increase risk and reduce returns in portfolios. When people think about the acts that lead to long‐term poor performance, the two most common are panicking in or out of a market, or buying very aggressive cult‐like investments that later implode. However, a third, and many times … Continue reading There Are Actually Equities Outside The U.S.

Finding Value in the S&P 401

Today more than ever, there are widely varying opinions about the valuation of U.S. equities. Some believe equities are expensive on a ten-year earnings basis.  Others think equities are expensive due to the recent slow earnings growth.  Many opine that equities are expensive because earnings estimates are too high. Finally, a group of investors surmises … Continue reading Finding Value in the S&P 401

The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”

2015 was a difficult year for most investors and essentially all asset classes.  A few of the only ways to make money in 2015 were to either be long the dollar, buy Russian bonds, or buy Japanese stocks.  2015 was also a year when many famous hedge funds and long-term value managers posted double-digit negative … Continue reading The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”