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When Value Underperforms

Imagine you are a competitive diver in the Olympics. You will be judged on your form, your technique and the difficulty of your dives. The more complicated a dive, the higher your potential score. But also, the higher the chances of not executing the dive perfectly. Investing is similar. The more risk you take on...

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be...

The Index Bogeyman

Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy of price discovery. If index funds are becoming...

Addressing Three Common Investor Questions

In 2017, global markets moved up most of the year, but that surely wasn’t the case in 2018. In fact, we haven’t seen that type of volatility in U.S. markets for some time. In this article, we’ll address three of the most common questions we’ve heard from investors curious about how their investment strategy is...

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index...

The 4 Charts Every Investor Should Know

Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you need to know as a long-term investor don’t require lengthy explanations. They can be as simple as the four charts in this newsletter. Together, these charts illustrate foundational principles of investing such as focusing on the long...

A Few Investing Reminders

It’s been an impressive run for stocks over the past year and clients have been rewarded for being patient and sticking with a disciplined, evidence based investment strategy. After seeing significant gains, however, it can be easy to forget that there were bumps along the way and that markets don’t always go up in a straight...

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