Month

July 2014
On behalf of our Chief Investment Officer Tim Travis…   Hello Everyone, I stumbled upon an article on MarketWatch that said we are in the 3rd biggest stock market bubble in history.  Firstly, I don’t agree with that premise, although I do believe that the market is quite expensive.  The analysis is based on a...
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It is with great pleasure that we are able to show continued market outperformance for the 1st half of 2014. As long-term deep value investors, we urge you to not overemphasize any one quarter or year, I can assure you that there will be periods of underperformance. The key is that I believe our deep...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

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