From our blog

Rational Optimism

“Optimism is a huge asset.” Reading these simple words recently makes us realize how important and helpful it is to maintain a positive attitude, and, from a non-traditional perspective, to think of optimism as being an asset in life. Melinda Gates, in the 2017 Annual Letter from the Bill and Melinda Gates Foundation titled, Dear Read More »

Will Value Investing Come Back?

Year-to-date, the Russell 3000 Growth Index is up 19.5% (through 9/13/17). The Russell 3000 Value Index is up 5.0% in the same period. In 2016, Value prevailed, outperforming Growth by over 11 percentage points. Keep in mind that, over the long term, the average annual performance divergence between Growth and Value is close to zero Read More »