September 24, 2018

Investor Series – Parent

The company overseeing a particular fund should also have certain characteristics that are appealing to investors. The “Parent” should have relative stability and attractive profitability. One of the questions posed in this segment is does this firm’s suite of funds provide strong returns and overall value to its investors? While […]
September 14, 2018

Investor Series – People

This third installment starts us down the path of the qualitative side of our analysis. Remember back to the introduction that this process is a mixture of art and science. This is where the art comes in. This portion answers the questions surrounding who are the actual fund managers themselves? […]
August 24, 2018

The Beige Book

What is the Beige Book? The Beige Book is a Federal Reserve system publication that examines current economic conditions across all 12 Federal Reserve Districts. It prospects information based on a variety of mostly qualitative information. This approach creates an opportunity to identify emerging trends and characterize economic forces. The […]
August 10, 2018

Investor Series – Performance

Performance is key. The funny thing about math is that the numbers don’t lie. Portfolio managers can talk all about how complex and sophisticated their strategies are but if the performance is absent, that’s a major problem. In this step of the analysis, we attempt to answer the question of how […]
August 8, 2018

100 Hole Hike

Mark Shone will be playing 100 holes of golf in one day (walking!) to support Youth on Course and need your support! On September 10, I will be participating in a Hundred Hole Hike challenge to raise money and awareness for Youth on Course, which provides its members with access […]