As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.
General
- Investment Philosophy
- Investment Management: What Do We Do?
- Pictures of Risk and Return
- Investment Management Process
- Investment Expenses
Theory
Investment Selection
Investment Consulting Team
Jim White
Chairman
Goodloe White, CFA
President
Brooks Blair
Vice President
Investment Consulting Insights
Q2 2025 Market Commentary
The large tariff announcements on April 2nd led to a rapid sell-off in both the US stock and bond markets. The S&P 500 fell over 10% in two days, the biggest drop since the onset of COVID-19. The volatility index (VIX, or so called “fear gauge”) spiked to levels not seen since that period as... Read More >
