Insight

At first consideration, the title of the first Insight of the year 2020 couldn’t be more cliché. But Twenty-Twenty Vision, and therefore the hindsight 20/20, is not what most people believe it to be.

It is the last Insight of 2019. It was both a difficult year and an incredibly rewarding year.

At dinner the other night my five-year-old son started talking about someone being rich.

The benefits of an opportunity fund investment can be substantial for the right situation.

We enlightened Americans look at Venezuela’s Nicolas Maduro and shake our heads and click our tongues.

Trade is not a new concept. Across the millennia trade quantities have increased and decreased with the waves of politics.

Smack dab in the middle of summer isn’t likely a time when people want to read esoteric musings on investing.

Populism defined: “the people versus the elite” or “political ideas and activities intended to get the support of ordinary people by giving them what they want.”

I apologize that my thoughts for this month’s article are somewhat scattered. This is partially due to everything going on with Altus itself.

Any analysis of our current opportunities needs to be understood through the lens of our investment guidelines.