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Mission Funds Insights: Direct from the front lines

Check this space for our observations, ideas and analyses-based on our years of experience and our commitment to not only extracting investment value from our regime-based model, but intellectual value as well.

Articles

Pigs Get Fat. Hogs Get Slaughtered.

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October was quite a month for world markets, with many hoping November would be different. Though investors left the trough quickly for the second time this year, October’s losses felt different than February’s. February’s seemed merely ‘technical.’ October’s seemed more fundamental. The immediate context for February’s market losses were 13 months of positive returns, an optimism that the world economy was in a synchronized growth profile, and the reassuring sense that the impact of the new U.S. tax laws were still ahead of us. 

Market Update | October 26, 2018

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The markets have been experiencing significant volatility recently.  We look at recent disturbances as confirmation of our model’s conservative signals.  Our models do not yet suggest that this will turn into an enduring material decline.

Quarterly Commentary - Third Quarter 2018

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It was not a bad quarter! U.S. equity markets were very strong across all styles and sizes. We moved past the impact of February’s dive in this quarter, and although you can point to different reasons to justify calling it strong, clearly the economy was the primary factor, with the U.S. continuing to buck the trend of slowing growth in international markets.

The Importance of Timing

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The Oracle of Omaha, Warren Buffett, is a consistent optimist about the power of investing in the U.S. equity market. Though known as a selective investor, he advocates that the average investor buy and hold a slice of the entire equity market. As a fundamental principle, we agree. But for those of us who aren’t in his unique position as one of the richest people on the planet, sometimes we need access to that slice.

Often Wrong, Never in Doubt: The Siren Song of Alternatives

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Danny Deutsch’s motto and the title of his book, Often Wrong, Never in Doubt, are about the power of confidence and moving forward even when it results in as many misses as hits. It worked for him. It doesn’t work in investing, which relies on empirical evidence, not hope. However, we find the motto does apply to the alternative investing space—given its poor performance coupled with confident messaging. 

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