Quarterly Newsletters

Our quarterly newsletter provides specific insight into what we believe is currently happening in the financial markets…and we use these quarterly updates to reinforce our long term investment message. Basically we believe in “evidence based investing” that is academically sound. Specifically, each quarterly newsletter examines what happened over the past quarter economically and financially. We use this data to reinforce how financial markets typically behave over time. Typically, we will explore a specific topic that is germane to the current market environment and we will examine one of our investment strategies or managers. We also answer 10 questions on current topics and provide an update on our firm. The last section of our newsletter examines our various managers performance versus their specific index over various time periods. Our newsletter is generally sent three weeks after the end of each quarter.