Reflections from a pilgrimage to Omaha…. Berkshire Hathaway, along with its iconic helmsman Warren Buffett, has long been revered as the quintessential all-weather value-based investment. Buffett, dubbed the “Oracle of Omaha,” has successfully navigated the financial markets for the last 4+ decades, solidly beating just about every benchmark index over every time period. Berkshire Hathaway […]
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Public Versus Private Matters | A Conversation with Jason Portnoy This year we have seen the impact of the unstoppable force, named global systems (global trade, central bank policies, currency management, ect.) run smack into the immovable object, named local politics….both here in the US and abroad. The results have been a pendulum swing back […]
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The mutual fund industry has offered investors many benefits over the years: professional management, diversification, and market access. However, these benefits have come at a price of relatively steep fees and middling results. Unfortunately, a strong case can be made that some of the benefits of professional management have slowly eroded as mutual fund management […]
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