Commentaries 15 Feb 2017 Cash is King If you were investing your own money, what type of investor would you be? Are you the conservative type –…
Commentaries 15 Jan 2017 So Sayeth Charlie Ellis I’ve always been a fan of Charley Ellis. He has constantly challenged our industry to be better, criticizing the inability…
Annual Letters 01 Dec 2016 The Times They Are A-changing “Come writers and critics, who prophesize with your pen And keep your eyes wide, the chance won't come again And…
Commentaries 15 Oct 2016 Active vs. Passive Investing A great deal has been written and discussed about the move toward passive investment. A recent Bloomberg article written by…
Uncategorized 01 Oct 2016 Moving Away From Closet Indexers "Worldly wisdom teaches that it is better for a reputation to fail conventionally than to succeed unconventionally” -- John Maynard…
Uncategorized 15 Sep 2016 Bluewater Team Officially Joins Laurus Investment Counsel Laurus Investment Counsel, a leading independent asset management firm, announced today that the team from Bluewater Investment Management has officially…
Commentaries 15 Aug 2016 High Quality Businesses “In money management what sells is the illusion of certainty.” ...John Hempton There has been a great deal of chatter…
Commentaries 15 Jul 2016 The Dreamy Business “In Ajit, we have an underwriter equipped with the intelligence to properly rate most risks; the realism to forget about…
Commentaries 15 May 2016 Luck vs. Skill “Most of the annual variation in [investment] performance is due to luck, not skill.” ...Bradford Cornell, California Institute of Technology…
