Element Global Value: 2014 Year End Letter

Element Global Value - Year End Letter 2014

Element Global Value: 3Q14 Report

Element Global Value - 3Q14

Element Global Value: 2Q14 Report

Below is the 2nd quarter 2014 report for the Element Global Value Portfolio

Element Global Value - 2Q14

Element Global Value: 1Q14 Report

Below is the 1st quarter 2014 report for the Element Global Value Portfolio

Element Global Value - 1Q14

Element Global Value: 4Q13 Report - 2013 Letter

Below is the 4th quarter 2013 report & 2013 letter for the Element Global Value Portfolio.

Element Global Value - 4Q13 (Year End Letter)

Element Global Value: 3Q13 Report

Below is the 3rd quarter 2013 report for the Element Global Value Portfolio

Element Global Value - 3Q13

During this quarter I completed the CFA (Chartered Financial Analyst) program and am now a CFA charterholder. The CFA designation is a rigorous, three year, three part test. It covers ethics, statistics, economics, futures and options, accounting, international accounting, and the stock and bond markets. The designation was proposed by Benjamin Graham, the father of value investing, to the New York Society in 1942. Balancing studying for the CFA, with a full time job, and managing this portfolio was one of the hardest things I have accomplished in my life. I would like to thank my family and friends for all the support they offered me.

Element Global Value: June 2013 Report

Below is the June 2013 report for the Element Global Value Portfolio

Element Global Value - June 2013

“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.” – Warren Buffett