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Respected Advisors’ Wisdom

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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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  • Sub Advisor Comments March 2016

      Chris Davis, Davis Advisors From the lows of 2009 until the middle of 2015, the market raced steadily higher. In fact, by August 2015 the market had enjoyed its longest stretch without a 10% correction in more than 20 years and the third longest …

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  • Sub Advisor Comments Jan 2016

    Charles Brandes, Brandes Investment Partners  “Indeed, we have seen again and again how non-fundamental factors continue to plague investor behavior. A few years back it was all about the risk on / risk off approach. Earlier this year it was another binary decision on Russia: …

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