Press Room


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  • Sep 30 2005 Leopards and Africa For some reason, I have this obsession to hunt dangerous game. When you hunt most animals, you feel like a predator. You spend time locating and stalking them.
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  • Jun 30 2005 Managing Today's If you've visited Lake Powell frequently over the past year or two, you've almost certainly noticed the dramatic fluctuaions in water levels. When my family spent time at the lake last June, the water was lower than it had been since Lake Powell was originally filled in the 1970's.
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  • Jun 30 2005 Why the Focus on Paragon Top Flight? Several clients have asked us why we have moved almost exclusively to managing the Managed Income Portfolio, the Paragon Top Flight Portfolio, or a Blended Portfolio of both.
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  • Mar 31 2005 First Quarter Report The first quarter of 2005 saw mostly red ink in the financial markets-mainly fueled by uncertainty over the past yera. Wall Street has been concerned about sharply rising oil prices, overall inflation, rising interest rates, and risk to the dollar from our massive current-account deficit.
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  • Dec 31 2004 Market Direction for 2005 About this time every year, investment firms around the country love to exchange their suits and ties for tea leaves and Tarot cards as they try to predict the direction of the market for the next 12 months.
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  • Dec 31 2004 The Market Rewards Patience Last quarter, our newletter focused on the importance of patience My reasons for choosing this theme were obvious-over the previous nine months, the market progress had been painfully slow.
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  • Sep 30 2004 Market Outlook and Other Interesting Trivia We placed this month's "Market Outlook" in the "Interesting Trivia" section of the newletter. Based on our investment philosophy, that's really where it belongs.
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  • Sep 30 2004 The Power of Patience September was a solid month for equity markets and, generall, a very strong month for active managers. Small-cap stocks, foreign stocks, and growth stocks were particularly strong.
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  • Jun 30 2004 Hanging Out The second quarter was very similar to the first one. Market indexes moved between slightly positive and slightly negative throughout the quarter. Interest rates rose and bonds suffered small losses.
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  • Mar 31 2004 Patience, Prudence and Focus This quarter we introduce a new newsletter format. This newsletter has special meaning in that all of the photographs except one, I took on various trips with my family.
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