As seen in Paragon’s second quarter 2008 print newsletter

Written by Nathan White, CFA

Photo by Kevin Dooley

We’ve had a good year so far relative to our benchmarks (S&P 500 and Lehman Bond Index).

Our models kept us fully invested during March as the credit crisis hit full steam with the Bear Stearns collapse unfolded and the markets sold off.

I must confess during that time the mood was so foul that I kept