Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.


The Easy Pile

February 28, 2023

Charlie Munger and Warren Buffett share that sometimes, certain investment ideas get rejected and end up in the “too-hard pile.” It’s the easier investment that they find appealing. In a recent conversation with a good friend Sophocles Sophocleous, the host of the Cyprus Value Investor Conference, we discussed how the best investments could be obvious. Let’s call them an easy pile, but as you’ll see in a moment, they are far from easy, at least in the common sense of the word!
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A Stock for a Grandchild

January 5, 2023

I was sipping my coffee one morning, and I got a phone call from my partner, Francois Sicart. He likes to surprise me with interesting questions, and that day was no different. He said: “if you were to pick one stock to recommend to a client as a gift to a grandchild, what would it be?” I gave him an answer immediately, and we had a long conversation about it, which planted a seed for this article.
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Beyond The Headlines

That One More Question

March 16, 2023

Investing is all about the quality of questions. I'm coming up on two decades of my career. I  have sat down and talked to countless executives from various companies. I have listened and read through more quarterly earnings than I dare to admit. It's been all in the name of learning. I heard many answers, but it was the questions that stood out to me. I kept collecting them in the process. They proved to be evergreen and continue to help me find the answer that can make or break an investment. Let me explain.
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As Adam Said To Eve, The Great Transition - 30 Years Later

February 13, 2023

Back in June of 1993, I wrote a short paper entitled “As Adam Said to Eve.” Until that point in the 1990s, the global system had been led and controlled by the United States and that was slowly changing. In my paper I pointed out that serious economists and historians are prone to claiming that we are in a period of transition. Today, after several recent economic accelerations and slowdowns, this prediction seems to be gaining momentum again. We may in fact be in phase two of the Great Transition announced 30 years ago.
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