Value Investing

Companies that beat Warren Buffett

Companies that beat Warren Buffett

It goes without saying that Warren Buffett has been extremely difficult to beat as an investor.  Few companies can claim to have generated higher returns for their shareholders than Buffett’s Berkshire Hathaway, and fewer still investors can claim that their […]

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Price And Value

Price And Value Price is what you pay, value is what you get. – Warren Buffett “Nowadays people know the price of everything and the value of nothing.” – Oscar Wilde Price and value are two different thing and for you […]

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Return Obsession

Return Obsession by Ben Reynolds How often do you hear about investing returns? Mutual funds, investment newsletters (mine included), hedge funds, and even individual investors compare their returns to each other and the market. Most investors are obsessed with returns. […]

Adapting to New Fixed Income Realities

Adapting to New Fixed Income Realities

Adapting to New Fixed Income Realities By Robert Robie, SVP, Director of Global Fixed Income Analytics, FactSet In an environment where we’ve seen historically low rates over historic periods of time, one of the challenges that fixed income investors continue […]

Donville Kent July 2016 Letter – Growth By Acquisition

Donville Kent July 2016 Letter – Growth By Acquisition

Donville Kent Asset Management newsletter for the month of July, 2016. Presented without comment although we wanted to highlight one specific paragraph which we found “cute” Donville Kent – no $VRX mention though … no further comment related https://t.co/Qs2eVxsrEvpic.twitter.com/AnuoJrc9VY — […]