32 results

Spring 2019

Reflections on Twenty Years in the Markets

This month marks twenty years since I started my career in investment management. Upon completing my MBA in 1994 I spent a few years in corporate finance and merchant banking…

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Winter 2019

The Tortoise, The Hare, and The Ostrich

I’ve previously used the old parable of the Tortoise and the Hare as a metaphor for investing. The Hare is analogous to the kind of investor who is trying to…

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Fall 2018

The Lionridge Process in Action

From the perspective of an outside observer, our investment process can seem about as exciting as watching paint dry. We don’t hold a lot of positions, and we don’t do…

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Summer 2018

Staying the Course, and Acting on Opportunities

By logical measures, stock markets remain richly valued overall. Our cash position remains high in our equity portfolios. As I’ve said in the past, we are prepared to take advantage…

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Spring 2018

Beware the Dividend Trap

Despite the market gyrations of the last few months, and the headlines that go with them, stock valuations are not meaningfully lower as compared to the end of 2017 and…

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Winter 2018

The More Things Change, The More They…..

You know the rest of that line. As practitioners of fundamental value investing, we are looking for market inefficiencies that allow us to purchase shares of strong companies at advantageous…

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