Ben Viemeister, CFA

Ben is an Investment Analyst with nearly 20 years of experience and is in his 11th year with Osborne Partners. Ben is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes. Prior to Osborne Partners, he was the Portfolio Strategist at The Connable Office, a multi-family office. As Portfolio Strategist, he analyzed investments in multiple asset classes and managed the analyst team. Ben is a member of CFA Society San Francisco and CFA Institute. Ben graduated summa cum laude from Lynchburg College with a B.A. in Economics and is a CFA Charterholder.

Publications by Ben Viemeister, CFA

August 16, 2019 | Articles, Economics

OPCM’s Thoughts on Yield Curve Inversion
In life and in economic cycles, there are key milestones. A key one for the economy was hit August 14, 2019: The 10-year U.S. Treasury yield was less than 2-year […]

January 23, 2019 | Economics

Sell the News – The US Dollar and Multi-Asset Class Investing
A market saying is to “sell the news”, implying that by the time news is released, it is already priced into an asset’s price. Exhibit A: On January 24, 2018, […]

July 12, 2018 | Global Equities

Emerging Opportunities
Times change, but thankfully for longer term investors, short-sighted fear and greed in the financial markets remain the same. 2017 was the best year for emerging market (EM) equity returns […]

January 13, 2018 | Alternative Investments

Beyond Bitcoin – A Look at the Cryptoasset Craze
The roller coaster for cryptoassets (digital assets that use cryptography for security) hit a euphoric point in late 2017. Since we published “Time to Bet on Bitcoin?” in October, bitcoin, […]

July 3, 2017 | Natural Resources

Navigating Energy Volatility
When the first half of 2017 closed, energy equities had registered their weakest relative first half performance versus the S&P 500 on record.  In June, energy as a percentage of […]

January 2, 2017 | Real Estate

As the Cycle Turns
The property recovery cycle has led to outstanding homebuilding and commercial real estate annualized returns relative to most other asset classes over the past five years. All cycles turn, however. […]
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