Thinking with Leaders
Last month our Research Team traveled to London, New York, Boston, Dallas, Los Angeles, and San Francisco to visit current and prospective investment managers. These managers invest in fixed income, equities and real assets in both long-short and long-only strategies. During our meetings we discussed the outlook for these asset classes in light of the economy, public policy, and financial regulation.

Last month our Research Team traveled to London, New York, Boston, Dallas, Los Angeles, and San Francisco to visit current and prospective investment managers. These managers invest in fixed income, equities and real assets in both long-short and long-only strategies. During our meetings we discussed the outlook for these asset classes in light of the economy, public policy, and financial regulation.

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Edge Capital Research Team

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SUMMARY

Last month our Research Team traveled to London, New York, Boston, Dallas, Los Angeles, and San Francisco to visit current and prospective investment managers. These managers invest in fixed income, equities and real assets in both long-short and long-only strategies. During our meetings we discussed the outlook for these asset classes in light of the economy, public policy, and financial regulation.

The past three years arguably have been one of the most challenging environments in which to generate risk adjusted returns. A deep second half drawdown in 2008 was followed by a significant rally in 2009. This year, equity indices have been characterized by significant monthly gains and losses with high volatility; yet, many indices are largely unchanged since the beginning of the year. On the heels of the 5% drawdown in August, September has been quite the opposite with the S&P 500 returning nearly 9% during the month. The market has covered a lot of distance without much forward progress. Because of the uncertainty in both the economy and financial markets, we think it is timely to share with you crucial insights gleaned through the conversations with our global investment managers.

Please know that Edge Capital Group, LLC is not affiliated with and has no knowledge of Edge Capital Investments, Ltd. and/or Mr. Robert Brockman. Thank you for visiting our site. If you have any questions, please do not hesitate to call Barrett Karvis at 470-237-3746.