Wednesday, June 25, 2014

Tuesday, March 4, 2014

Thursday, November 21, 2013

Element Global Value: 3Q13 Report

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

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.

Thursday, July 25, 2013

Element Global Value: June 2013 Report

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

“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