My Investment is Down (So why do I owe tax on it?)
Last week we talked about how we use the Request for Proposal (RFP) process when we are either replacing or adding a new fund to our investment portfolio.
Last week we talked about how we use the Request for Proposal (RFP) process when we are either replacing or adding a new fund to our investment portfolio.
Nick Murray has been in the investment business for well over 50 years. Through that time, his wit and wisdom have become legendary. At the end of each year, he writes a short piece that describes what happened in the previous twelve months and provides perspective on how we, as fellow investors, should think about …
As we all know, there are some things that just look better – or worse – on paper. One analogy that holds true for many sports fans is how a starting lineup looks before a season starts. “We’re looking good, playoffs here we come!” only for the team to start the season 0-5 leaving fans …
In one of our most recent Portfolio Minutes we discussed why we believe Ethics, Sustainability and Governance (ESG) are so important to long term investment success. History has taught us that over time companies that fail to adhere to these three principles will suffer, likely producing more risk and lower rates of return for their …
As our clients know we at CH Financial spend a great deal of time talking about the free cash flow within our investments. We do this because history.
At some point in our lives, I think we’ve all been guilty of following the footsteps of others even when it may not be in our own best interest.
Since the 1980’s, the traditional 60/40 asset mix has served investors very well. Both equities and fixed income provided high-risk adjusted returns during this period.
Back in October 2019 the head of investment strategy for CI Signature Investments wrote a piece titled “Modern Portfolio Theory, RIP”. In it he argued
If you are a long-term client of CH you are familiar with our investment “wheel”, the pie-shaped chart that shows the various components of your portfolio.
A central theme for us at CH Financial is that management matters. We seek to partner with investment management firms that are willing.