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
Investment Consulting Insights
Should Investors Own REITs?
Overview Over the past decade, real estate investment trusts (REITs) have meaningfully lagged broader equity markets, both domestically and abroad. Table 1: Real Estate vs Equity Performance – Last 10 Years However, recent underperformance can be explained by unique negative drivers. The reasons to own real estate remain the diversification benefit and income generating characteristics.... Read More >
