Blog

2012 Q3 Whitepaper

KEY ELEMENTS OF OUR INVESTMENT APPROACH / Global Investing: Expanding Opportunities in an Integrated World Peter Lynch made a name for himself as a “stock-picker”—someone with a knack for uncovering great companies with equally great (or greater) investment...

2012 | Q3 Newsletter

The Peloton Position / 3rd Quarter 2012 Ancient History October 9 marked the five-year anniversary of stocks reaching all-time highs. A lot has transpired since then. Lehman Brothers collapsed less than a year after the Dow first touched 14,200, and stocks skidded for...

2012 Q2 Newsletter

The Peloton Position / 2nd Quarter 2012 Summer Heat Summer officially began June 21, but for much of the country, it has been summer-like since the end of February. In Indianapolis, when temperatures stretched into the mid-80’s in early March, one of my children...

Summer 2012: 3-peat? Not so Fast

There is a lot of worry that stocks this summer will repeat the negative performance pattern of the last two summers. Markets hit their 2012 highs around the end of the first quarter and since then, the volatile, negative price action has led  many to groan "Here we...

317-559-1700

Our Latest Blog Post