Latest Business News

Westport Funds Q4 2014 Portfolio Manager Comments

Westport Funds Q4 2014 Portfolio Manager Comments

Westport Funds’ portfolio manager comments for the fourth quarter 2014. Westport Funds: Portfolio Review For 2014 The Westport Fund Class R shares returned 8.62% trailing the Russell Midcap® Index return of 13.22%. Since the initiation of the third round of […]

Donville Kent Capital Ideas Fund Up 23% In 2014

Donville Kent Capital Ideas Fund Up 23% In 2014

Donville Kent Capital Ideas Fund Commentary Donville Kent: Investment Strategy The Fund invests long and short in a concentrated group of publicly listed securities. Through the application of our focused investment strategy, we search for companies that possess high levels […]

Warren Buffett: Liquidator to Operator

Warren Buffett: Liquidator to Operator

Dempster Mills Case Study: Dempster_Mills_Manufacturing_Case_Study_BPLs Note the difference in strategy between Buffett and Graham in this type of investment. As previously discussed, we have read the Preface and Chapter 1, Contrarians at the Gate in Tobias Carlisle‘s  Deep Value where we […]

Larry Fink: ‘Market Should Not Doubt’ Mario Draghi

Larry Fink: ‘Market Should Not Doubt’ Mario Draghi

Larry Fink, CEO and Chairman of BlackRock, spoke with Bloomberg TV’s Erik Schatzker and Stephanie Ruhle today at the World Economic Forum’s annual meeting in Davos, Switzerland. Fink discussed the European Central Bank’s asset-purchase plan and the outlook for the […]

SIRF Calls Out EcoAlpha Asset Management

SIRF Calls Out EcoAlpha Asset Management

EcoAlpha Asset Management began operations last October touting a highly experienced team and the prospect of cashing in on a ‘multi-decade global spending cycle’ as governments and private companies come to grips with new environmental challenges (investors get to feel […]