Category: Anecdotes

14
Dec

Touchstones

Content provided by Robyn Murray, Freelance Writer Dustin Dorhout’s father left him with a special gift. A stack of letters to serve as lifelong reminders of the values he held dear — integrity, hard work, discipline — and about the kind of person he wanted his son to grow up to be. It’s a poor...
07
Dec

Building a House

Content provided by Robyn Murray, Freelance Writer Aleck Liu first started thinking about investing when he was eight years old. His dad was building a house in the family’s backyard, and Liu liked the idea that his father had built something tangible. Something that would be there in the future — generating income or, if...
05
Dec

Tough Minded

Content provided by Robyn Murray, Freelance Writer Shana Sissel has survived not one, but two terrorist attacks. On September 11, 2001, Sissel was on the 64th floor of World Trade Center Tower 2. On April 15, 2013, she was three blocks away from the finish line of the Boston Marathon. Her frightening experiences, along with...
19
Nov

The Builder

Content provided by Robyn Murray, Freelance Writer The first thing to know about Chad Boyer is that he likes to build. It’s a trait that stretches back through a line of brick layers and concrete masons to his great grandfather. “I worked from the time I was probably 10 years old,” Boyer said. “I’ve always...
25
Oct

Our Worst Performing Household

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager I normally would never single out individual investor performance, but in this case I believe it’s necessary. Earlier this year, on the same day, two accounts in the same household were invested in two different CLS strategies with a 100 Risk...
09
Oct

The Right Path

Content provided by Robyn Murray, Freelance Writer Colin Maloy always figured he’d be a dentist. His dad’s a dentist. His grandfather was a dentist. But when he finally got to dentistry school and sat down in class, he realized he hated biology. “It was the most painful thing in the world,” he recalled. “I did...
10
Jul

Sir John Templeton: The Humble Approach

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer One of the most important days in my development as an investment manager occurred in the spring of 1987. It was during my undergraduate days at Babson College. It was Founder’s Day, which is Babson’s oldest tradition, a day established to recognize the school’s...
14
Jul

Market Horror Picture Show

By Kostya Etus, CLS Associate Portfolio Manager I love watching movies. It is one of my favorite things to do in my spare time. I really enjoy all types of movies, and I will give almost any film a chance except for one genre: horror. I find horror films typically do not have well-developed plots,...
08
Jul

Emerging Market Divergence

Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Emerging markets have shown favorable valuations and stronger global growth prospects recently, which have presented intriguing opportunities. But lumping these markets together as a single country or region can be quite deceiving. Instead, the emerging markets should be analyzed individually because their characteristics vary widely —...
11
Jun

The Risks in Income Investing

Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In recent years, given how low interest rates have been, there has been an increased appetite for income-oriented portfolios. CLS, in fact, has several income-oriented strategies, including a new one to be launched in June. We believe these actively risk-managed portfolios make sense for the...