Value Investor Insight Article "In Transition"
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Connor Browne
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
What Investors Need to Know About the Most Common Private Equity Fund Structures
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There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
A Looming Uranium Shortage?
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"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
AI HYPErinflation
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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...
Decrease Volatility by Embracing it
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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...
Helping Nonprofits Turn Profits
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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...
Risk Management
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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?
Investment Holding Profile: FLEX Ltd.
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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...
Investment Holding Profile: FTI Consulting
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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...
Investment Holding Profile: Carlisle Companies
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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....
Investment Holding Profile: Assured Guaranty
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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...
Market Timing: A Loser's Game
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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...
5 Lessons You Learned If You Started Investing in 2011
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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...