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February 2016

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Investment Themes for 2016: A Year of Transition Delap leverages “Thematic Investing.” Successful investors must understand how “big picture” issues such as government policy, geopolitics, interest rates, tax policies, demographics, trade relations, etc. affect sectors and industries within the economy....
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January 2016

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Tectonic Plates — Stop! Cover! Hold On! There are “tectonic plates” that must be considered periodically by investors. These include commodity prices, U.S. government tax policy, geopolitics, central bank policies, currencies, demographics and trade relations, which move meaningfully about every...
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December 2015

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2015 in Review It is our custom to review the accuracy of our Investment Themes at the end of each year. First, some observations. We have been impressed by the resiliency of the market in 2015 in spite of challenging...
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