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  • Sub-Advisor Comments – August 2016

    Linda Martinson, President, Baron Capital One of the conclusions from work done by Professor Martijn Cremers (University of Notre Dame) and Professor Ankur Pareek (Rutgers University) was that there are relatively few highly active managers who hold stocks for long periods, as such strategies have …

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  • Sub-Advisor Comments – July 2016

    Rob Lovelace, Capital Group “The key point to remember is, this referendum is the beginning of a process, it’s not the end,” says Capital Group portfolio manager Rob Lovelace. “The market has interpreted this as a bimodal event and it isn’t. Now that the referendum has …

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  • Sub-Advisor Comments – June 2016

    Howard Marks, Co-Chairman, Oaktree Capital Management For me, the bottom line on economic reality is that, in the short run, governments theoretically have the ability to: Accelerate economic activity, bringing forward to today otherwise-future activity, Make life better for one group of citizens at the …

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  • Sub-Advisor Comments – May 2016

    Managers of the Dodge & Cox Funds Emphasis by Madison “In 2015, growth stocks in the United States and around the world outperformed value stocks by one of the widest margins since the global financial crisis. Although value stocks have outperformed growth stocks for extended …

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  • Sub-Advisor Comments – April 2016

    There is much to be learned by studying the brightest and most ethical minds in business.  A long standing read of Madison’s is the Berkshire Hathaway annual shareholders letter written by Warren Buffett.  Each May, Warren and his longtime business partner Charlie Munger speak to …

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