loader image

2011 Q3 Newsletter

The Peloton Position / 3rd Quarter 2011 Driving Too Fast I’m a car guy. You just are, or you aren’t. I attempted to be an SUV driver for years, but after 275,000 miles of practicality and the realization that very few serious, off-road situations present themselves in...

2011 Q2 Newsletter

The Peloton Position / 2nd Quarter 2011 Quit Now! Rarely do movie sequels live up to the expectations set by their predecessor films — even for franchises with mediocre debuts. Rarer still are third installments that don’t flop miserably at theaters. Quite often,...

2011 Q1 White Paper

KEY ELEMENTS OF OUR INVESTMENT APPROACH / A Better Way to Manage Risk Risk management took on a renewed sense of importance during the Global Financial Crisis of 2008-09.  As Fannie Mae and Freddie Mac were placed into conservatorship, Lehman Brothers filed for...

2010 Q4 White Paper

KEY ELEMENTS OF OUR INVESTMENT APPROACH / An Investor’s Guide to Management Fees Investors face many choices when selecting an investment advisor. The variety of advisory compensation arrangements is nearly as broad as the breadth of service offerings, making the...