The Irrelevant Investor
AUGUST 30, 2017
From 1957-1969, Warren Buffett's partnership returned 2800%, or 29.5% a year*. Over the same time, the S&P 500 rose 153%, or 7.4% a year. Warren Buffett has been crushing the market for seven decades, but his early success went largely unnoticed. His name didn't appear anywhere noteworthy until Adam Smith's Supermoney , which wasn't written until 1972.
Brown Advisory
AUGUST 25, 2017
Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy achen Fri, 08/25/2017 - 11:34 Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. However, this duo strives to keep it simple by focusing on what they believe is the constant that cuts through macroeconomic noise: great companies producing shareholder value by delivering a special outcome to their customers.
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The Irrelevant Investor
AUGUST 28, 2017
On Thursday, I'm buying gold. This is not a typo. In the past, I've been a pretty vocal critic of the barbarous relic, but I want to clear up a few things. I am not anti-gold, I have no view on its fundamentals or what it might do in the event that the economy does X, Y, or Z. What I am vehemently against are the people who think gold is the solution for everything, particularly everything bad that can happen.
The Irrelevant Investor
AUGUST 26, 2017
Articles The city’s cost of living was by far the highest among 821 school districts in the state, but its average teacher pay ranked No. 528 By Heather Knight For funds that hold exotic assets like palladium however, quirks in the underlying market can often lead to more unpredictable patterns By Carolina Wilson and Luzi-Ann Javier After 16 years of trading, today is my last day.
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Brown Advisory
AUGUST 25, 2017
Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy. achen. Fri, 08/25/2017 - 11:34. Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy. However, this duo strives to keep it simple by focusing on what they believe is the constant that cuts through macroeconomic noise: great companies producing shareholder value by delivering a special outcome to their customers
Brown Advisory
AUGUST 24, 2017
A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. achen. Thu, 08/24/2017 - 15:12. Because of the cyclical nature of many real estate markets—and especially due to the recent painful memories of the mortgage crisis—many investors think that the only way to make money in real estate is to “catch a wave”—in other words, to invest in the right place and at the right time.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
AUGUST 13, 2017
It's hard to believe that the S&P 500 has been within 5% of its all-time high for the last 284 trading days, going all the way back to June, 2016. It would surprise no one if that streak ended sooner, rather than later. On Friday, The S&P 500 closed 1.99% below its all-time high. The S&P 500 equal weight is 2.73% off its high, and the small stocks, the Russell 2000, is 5.36% off its high.
Brown Advisory
AUGUST 11, 2017
Seeing the Big Picture: Investing for Impact in Public Markets achen Fri, 08/11/2017 - 11:32 Many people and many organizations want to drive progress in society directly through their actions. One way to do that is through impact investing—a term that refers to the pursuit of positive social, environmental or other change using investment capital. There's a misconception that you can only get “real" impact from a targeted, private investment, such as a fund that lends money to small farms or a
Brown Advisory
AUGUST 11, 2017
Seeing the Big Picture: Investing for Impact in Public Markets. achen. Fri, 08/11/2017 - 11:32. Many people and many organizations want to drive progress in society directly through their actions. One way to do that is through impact investing—a term that refers to the pursuit of positive social, environmental or other change using investment capital.
The Irrelevant Investor
AUGUST 6, 2017
Articles I asked if they measured the efficacy of the analysts’ historical picks. No. I asked if they measured the accuracy of the analysts’ fundamental estimates. No. By Leigh Drogen Curiosity’s treasures are a b h to extract. By Mike Dariano You can’t see the end in advance, nor can I, nor can Druck. By Josh Brown As the return period increases, we are witnessing changes in productivity, technology, business organization, and much more.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
The Irrelevant Investor
AUGUST 3, 2017
There was a lot of attention given to the first 28 days of 2016. During that period, the S&P 500 fell 10.5%, which was the worst start to a year ever. Since that time, the S&P 500 is up 35%, the Dow is up 41%, the NASDAQ 100 is up 49%, and the Russell 2000 is up 35%. If you sold in February and haven't gotten back in, now what? Investors need to stop thinking in terms of black or white, all in or all out.
The Irrelevant Investor
AUGUST 3, 2017
Twenty-five years after he retired, at eighty-one years old and just six months before he passed, Ben Graham sat down for an hour with Hartman L. Butler. The whole interview is worth reading, but I pulled three sections that particularly stood out. HB : By some coincidence as you were becoming less active as a writer, a number of professors started to work on the random walk.
The Irrelevant Investor
AUGUST 2, 2017
Our intern Tommy Tranfo wrote a great piece about his generation and investing that I thought was worth sharing. In a recent Barron's Next article, Why Won't Millennials Embrace the Stock Market , they write, “The S&P 500 has grown over 75% in the past five years, yet, according to a new survey only 13% of millennials said they’d invest in the stock market.
The Irrelevant Investor
AUGUST 31, 2017
42 years ago today, Vanguard's First Index Investment Trust was born. Bogle's goal was to launch with $150 million, but there was little appetite for "average returns" and it gathered just $11.5 million, missing its target by more than 90%. Not only did they fall short in terms of money raised, but the product itself was not exactly a home run. From The Index Fund Revolution by Charley Ellis: As a 'load' fund, with an 8.5 percent sales charge, aiming to achieve only average performance, it could
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Irrelevant Investor
AUGUST 7, 2017
Eight days before the market bottomed in July 1932, Ben Graham wrote an article in Forbes, Should Rich But Losing Corporations Be Liquidated? In it he wrote, "More than one industrial company in three selling for less than its net current assets, with a large number quoted at less than their unencumbered cash." At a time when the CAPE ratio was just above 5, many businesses were worth more dead than alive.
The Irrelevant Investor
AUGUST 20, 2017
Articles Don’t ask big companies who sell annuities if you should own one. By Tony Isola From a surface-level standpoint, it looks like we’re either too selective, or complacent. Neither could be further from the truth. By Brent Beshore A virus that mutates and evolves means a vaccine that might work today won’t work tomorrow. By Morgan Housel Be fee-conscious, not fee-centric.
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