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Commentary Home: August 2010

Thematic Investing: Metals & Mining

One of Green Valley’s broad-based investment themes is focused upon the growing global appetite for natural resources, be it energy, agriculture, or the metals and mining sectors.

Growing nations are starving for raw materials. Their newly-minted middle classes are ready to spend, they’re buying cars and they’re moving to the cities. New buildings demand copper for wiring and pipes; new cars call for more ...

Assessing the Investment Landscape

Climbing high hills for views to successful investing

If you're a "stock picker" (more precisely, selecting investments), you're likely interested in the financial, economic, social, political, and technological trends creating opportunities, and presenting risks, across the world -- I'm one. While I'm not enamored with the term "stock picker," behind every portfolio there's a stock picker somewhere in the portfolio construction process, more ...

Thoughts on Things in August

Last Friday, August 6th, we received July's jobs report from the Bureau of Labor Statistics (BLS) which solidified investor fear and drove many from the market on Friday. However, despite mixed economic reports and recovery concerns, the markets managed to build on their recent gains in July. The Dow Jones Industrial Average rose 1.8% for the week, the S&P 500 added 1.8% and the Nasdaq gained 1.5%.

more ...

4 Seasons Portfolio

Green Valley's globally diversified balanced portfolio.1

Created and managed by Eric Linser, CFA, Chief Investment Officer, the portfolio draws upon Eric's global insights and 20 years of experience in making investment strategy and asset allocation decisions affecting individual investors. Seeing a need for far more nimble more ...

Owl Portfolio

Green Valley's globally diversified complete stock portfolio.1

Created and managed by Eric Linser, CFA, Chief Investment Officer, the portfolio draws upon Eric's 20 years of experience in making investment strategy and asset allocation decisions affecting individual investors.

Strategy & more ...

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