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February 16, 2023

If You Saw It Coming

If you saw it coming… In December 2021, if you were fascinated by the financial markets and very interested in economic conditions, you would have noticed […]
December 15, 2020
airbnb travel investment

Survivors and Thrivers – Critical Investment Themes for 2021

As investors clink champagne glasses and bid 2020 farewell, I don’t think many will shed a tear. Next year is going to be so much better! […]
November 11, 2020
william meyer

Dynamic Capital Allocation in a Covid 19 World

“Is it possible to enjoy great diversification benefits without diluting performance? With Fenestra’s dynamic capital allocation model the answer is an unequivocal yes and herein lies […]
October 16, 2020
sir john templeton

Contrarian Investing is not for the Faint-Hearted Investor

“The true, old market adage is that investors should buy low and sell high. This principle underscores what is known as the contrarian style of investing..” […]