Posts tagged investing
Finding Niches, Avoiding Valeants

FIM Group has long taken pride in our independent views. While we don’t necessarily set out to be contrarian, the nature of our value-focused investing often leaves us standing apart from the herd. This month we’d like to share some perspective about why we aim to avoid the herding instinct and how we go about keeping our thinking sharp and unbiased.

Read More
A Few Predictions for the New Year (and Beyond)

Now that we are a couple weeks into the New Year, most economists, market strategists, bloggers and other prognosticators have already pushed the send buttons on their annual forecasts for stock market levels, interest rates, foreign exchange rates and the like. Most will be off the mark come year-end, but that never seems to stop them from gazing into their crystal balls and letting the world know what they see. 

Read More
Optical Discomfort

Investing with a thoughtful, proactive, transparent process, as we do here at FIM Group, can be uncomfortable at times. This month, I’ll address some of the discomfort that can occur with our approach. I’ll also share some thoughts on why I feel that by accepting some of this discomfort along the way, our approach can lead to better long-term outcomes than alternative approaches like indexing. Sprinkled throughout the newsletter, you’ll find a number of exhibits.

Read More
Responsible Investing

Often I am asked about our socially responsible investing and our core beliefs that guide our investment strategies. As investors that want to be responsible, thoughtful, and ethical in their investment themes, it becomes difficult with the landscape of ever-moving corporate management, investor’s fickleness and short-termism.

Read More