By: Ron and Steven Rogé It was a very good quarter for our portfolios. Investors brushed aside worries about Europe’s recession, China’s slowdown, and political stagnation to bid-up the price of stocks and high yield bonds. Having positions in stocks was well rewarded. The S&P 500 increased 11% while smaller company stocks returned 12%. We...Read More

        Saturday, March 23, 2013 To Charles Fabrikant, business is all about capital allocation—how to mix and match assets and when to buy and sell. Even the paint used on his company’s many vessels is subject to his cost-conscious eye. That became clear 24 years ago when Fabrikant bought a small shipping...Read More

By: Telis Demos | April 5, 2013 Investing in single-family homes is becoming increasingly popular—and now Wall Street has dreamed up a new way for investors to become landlords without worrying about 3 a.m. plumbing calls or late rent payments. Over the past year or two, firms that invest in real estate have been snapping...Read More