Investment Strategy Insights

Corporate Insights

Peter Lynch: Why his track record at Magellan was #1

Eric Clark, Portfolio Manager -
There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...
Corporate Insights

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

Eric Clark, Portfolio Manager -
The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...
Corporate Insights

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

Eric Clark, Portfolio Manager -
The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...
Commodity & Infrastructure Insights

AMLP’s Shrinking Investor Base

Simon Lack, Portfolio Manager -
The Alerian MLP ETF (AMLP) remains the largest ETF in the sector, in spite of its ruinous tax drag (see MLP Funds Made for...
Corporate Insights

How big is the GAMING opportunity?

Eric Clark, Portfolio Manager -
Investing in Entertainment: I spend an enormous amount of time looking at consumer trends and one theme in particular is “entertainment”. As human beings we...
Commodity & Infrastructure Insights

MLP Humor — A Target-Rich Environment

Simon Lack, Portfolio Manager -
Humor can be a most effective weapon against your adversaries, especially when more extreme measures are unavailable.  MLP management teams have made many poor...
Commodity & Infrastructure Insights

Blinded By The Bonds

Simon Lack, Portfolio Manager -
German 30 year bunds yield 0.6%. Investors are inured to insultingly low yields, but somehow this still shocks. The ECB defines price stability as...
Investment Strategy Insights

Selling Insurance in Stormy Market Conditions

Joe Halpern, Portfolio Manager -
It may come as no big surprise that you wouldn’t have much luck trying to purchase flood insurance for your home on a barrier...
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