The purpose of this blog is to share our thoughts / views on the following;
1 - Investment management - specifically a focus on absolute returns investing
2 - Investments and trends in asset management to include mutual funds, ETF’s, SMA’s, ‘alternative investments’ ( hedge funds, commodity managers, private equity, etc. )
3 - The pros and cons of the modern and current approach to investment management / planning for retail clients, specifically, the near-religious belief in Modern Portfolio Theory ( more to follow )
4 - Our review of and tracking / sharing information re asset managers whose investment process we subscribe too
5 - Our approach to asset management ( to include portfolios and investment strategies )
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