Being aware of limited resources, limited capital, and limited time to focus on key activities requires a manager to…well…manage time and resources wisely to attain maximum results on a range of fronts. There’s literally no time for managers comfortable with wading through mountains of investment data to get caught in the weeds of management minutiae

... Read more »

No doubt all of us at one time or another are swayed by appearances, if we are honest with ourselves.  Only later do we discover that this suspension of disbelief has hurt our results.  Let me state upfront that this happened to us in our relative youth, and share what we learned from it.  No bona fide excuses, we fell into this trap in the early 2000’s with a small investment in Bayou Fund.  Notwithstanding the size, it was painful, dumb and avoidable

... Read more »