Vegan Investing & Growth Portfolio Blog
Updating “What do investors really want?”
Two years ago I began to write conceptual articles based on "What do investors really want?". At the time the vanilla stock-centric approach to investing was working fine and there was no way to distinguish our philosophy from any other traditional investment...
Indexing comes with heavy risk
Investment in stock index funds dwarfs prior secular peaks. When you own an Index Fund you're also indexed to take major losses along the lines of 30% or more on average in a sustained bear market. Active managers can switch gears and realign portfolios to benefit...
January client letter
January 2016 letter
December client letter : Anticipating Recession and Bear Market
OP December 2015 client letter
The attraction of Earnings Yield for acquirers: WIBC
The underlying methodology of our quantitative equity models is to identify companies/stocks that are very attractively priced - including debt- so as to be potential targets for acquisition. One such holding Wilshire Bancorp symbol WIBC announced today that it will...
Rising Rates and Terror
Our November client letter. November 2015 client letter
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.