happy

The optimism of consumers, business owners, and investors continues at high levels despite hurricanes in Florida, Texas, and Puerto Rico, fires in California, and possible nuclear confrontation in Korea. In past markets, investors also faced similar issues. For some perspective on the relative constant of world issues, let us look back about 60 years to a hit recording titled “The Merry Minuet”. Nearly the same lyrics could be written today. See whether you agree

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2015GFF_logo_Stacked2

Global Fund Forum 2017 was a amazing experience, and we’d like to thank the delegates, speakers and sponsors that made the event possible. This was our third year in Bermuda, and fourth annual, and our it keeps getting better. Below is a sample of the many testimonials offered by attendees regarding the event and their experiences. Thank you for the kind words and we are looking forward to GFF2018

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board

One aspect of our work that we’ve come to appreciate is evaluating corporate governance and assessing the boards of directors of potential investments. We don’t profess to be a leading expert on corporate governance, but have found this work to be helpful as a screening tool. The overarching issue is that corporate governance standards in most emerging markets aren’t as high as those in the US. In addition, there are many cases where a founder (or family) has a majority stake. Also, the expertise and experience of board members should align with the company’s strategy. Most of this discussion applies globally and this post focuses on our experiences

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