Crazy Times – Same Long View

What Happened to Value

New Regulatory Document CRS

5 Minute Audio – The Big Move

Six Ways to Tell the Difference Between Real and Pretend Investors

Author: Matt Hall

Why the Culture at HIG Matters to You

If you are curious why our culture matters to your long term investing success, watch our video below. You will learn the purpose-driven values that make our team tick, and about how our team works to put the odds of investing success in your favor.

The Latest TLV Episode

John Jennings is someone you want to know. He is fascinating, and not in a weird way, in a lovely Dr. Seuss style. He deserves to be famous, though he doesn’t care about fame, and is worthy of it and your attention.

He writes something called the IFOD – Interesting Fact of the Day (we’ve shared them with you here in this newsletter).  His daily thoughts often tickle the brain into an active state. They are meaningful, relevant, poignant, and thoughtful.

Does IFOD pay the bills? We think not. So what does Jennings do for work? Uh, he’s a big deal. John is President and Chief Strategist of The St. Louis Trust Company, a leading multi-family office. This means he helps the ultra-affluent. Unlike most in wealth management, John deserves a lot of respect.

And if that’s not enough, John is an adjunct faculty member at Washington University’s Olin School of Business where he teaches in the Wealth and Asset Management masters program. John is also a Forbes contributor, a lawyer by training, a hardcore vegan and a loving husband and dad.

Enjoy this wide-ranging conversation covering: Lawyers who aren’t lawyers, John’s IFOD, committing to a plant-based/Vegan diet and how it connects to solving John’s fight with OCD, investment thinking and what the ultra-rich struggle with, Coronavirus and what napping has to do with success.

View All TLV Episodes Here and Subscribe

The Man Who Solved the Market

Not an official book club book, but various members of the HIG team are listening to the audiobook of The Man Who Solved the Market, by Gregory Zuckerman. We’re not hedge fund fans due to costs, complexity, lock-up periods, and so on, but Renaissance Technologies has a peculiar story that has piqued the interest of many in our industry. 

We’re unsure as to whether we recommend the book, but this we know: Jim Simons and Renaissance have had spectacular success and we feel compelled to better understand their story. In the end, we agree with the author, who in one of his final reflections states “For all the unique data, computer firepower, special talent, and trading and risk-management expertise Renaissance has gathered, the firm only profits on barely more than 50 percent of its trades, a sign of how challenging it is to try to beat the market — and how foolish it is for most investors to try.” Put differently, take the long view®.

Read the New York Times review here.

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Hill Investment Group