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  • Sub Advisor Comments April 2015

    Matt Logan, Portfolio Manager at Harris Associates “There is a battle underway.  There are no tanks, ground troops or air support, but make no mistake: a battle is underway.  Boardrooms across America, and increasingly across the globe, have turned into a theater of war for …

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  • Sub Advisor Comments March 2015

    “At Dodge & Cox, we encourage long-term investors to focus on long-term returns.  In our conversations with investors, however, we find that even those focused on the long term often use short-term returns to assess risk.  This can create a disconnect: if short-term returns are …

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  • Sub Advisor Comments Feb 2015

    Warren Buffett, Chairman, Berkshire Hathaway “For the great majority of investors, however, who can – and should – invest with a multi-decade horizon, quotational declines are unimportant.  Their focus should remain fixed on attaining significant gains in purchasing power over their investing lifetime.  For them, …

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  • Sub Advisor Insights Jan 2015

    Managers of the Tweedy, Browne Global Value Fund “With declining oil prices driving oil shares lower, it is easy to lose sight of the longer term fundamental case for oil and gas.  While we have no idea where oil prices will settle in the short …

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  • Sub Advisor Insights Dec 2014

    Rob Arnott – Manager, PIMCO All Asset Fund “We think deflation is unlikely.  True, demography (an aging labor force and a soaring roster of retirees) is deflationary, but any determined central banker can prevent deflation.  The lessons of the 1930s in the U.S. or the …

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