Professional Roles: Thornburg Investment Management, Sun Mountain Capital Education: BA, Economics, Certificate in Finance, Princeton University Certification: Chartered Financial Analyst Current: Board Chair, Reading Quest; Past Board President, Big Brothers Big Sisters Mountain Region
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Shares of London-based IHS Towers crashed during the post-COVID turmoil of 2022-2024. But could they rise again? Cell towers are a critical element of communications infrastructure, enabling the flow...
Why We Believe SMID Cap Core Can Beat Separate Small & Mid Allocations Many investors instinctively split their equity sleeve into a “small-cap fund” and a “mid-cap fund,” assuming that...
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Why Time in the Market Beats Timing the Market You might think investors unequivocally love periods of sustained market strength. But, that’s obviously not the case. Money managers fret about market...
I’ve worked in this industry for 25 years at this point. I’ve seen trends come and go, asset classes boom and bust, and countless firms try to differentiate themselves on everything from process to...
I’ve been in this business for almost 25 years. And I’ve seen the same thing happen over and over again: firms get big, add layers, professionalize everything to death… and in the process, completely...
There’s always a case for owning small and mid-cap U.S. stocks… but right now, it’s hard to ignore just how compelling that case has become. Small and mid-cap U.S. stocks are currently trading at a...
If you’ve ever seen the movie A Beautiful Mind (filmed on campus while I finished my degree in economics!), you’ll remember the pickup scene in the bar. John Nash (played by Russel Crowe) stumbles...
When it comes to share price, nothing has been quite so good to companies these past couple of years as making waves in A.I. Much of the S&P 500’s gains over that period have been powered by a few...
In my last blog post, I talked about how “thinking like an endowment trustee” can provide a real advantage to both financial advisors as well as retail investors when thinking through your investing...
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Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits...
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Risk management often carries the reputation of being “command and control.” Is it possible for institutional-class risk management to exist in a culture of freedom and responsibility?
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Investment Holding Profile: FLEX Ltd. With the Fed making headlines again, it's easy to get caught up in the extreme short-term market volatility. But it’s important to remember that when you buy a...
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Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you...
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It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business....
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In volatile times like these, it’s easy to get caught up in extreme headlines. You may feel yourself obsessing over the big day-to-day jumps in the market or your own investment portfolio. But trust...
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How has the equity team at City Different reacted to the market downturn and all this talk of recession? The short answer - we haven't. We believe market timing is a loser's game. If you have a...
Don’t have time for one more New Year’s top-10 list? How about just a top 5? Right now, everyone is making 2022 stock and bond market forecasts. But some are falling into a trap called “recency...
