Advisor Perspectives
Advisor Perspectives
Insights into the world of high- and ultra-high net worth investing
December 18, 2007- Vol 1, Issue 32
 
 
 
 
 
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Tweedy Browne is one of oldest and most prominent value investment firms.  We spoke with four of the firm's partners about how they manage their funds, how advisors should structure portfolios, and where they see opportunity in today's markets.

Our article last week on whether today's P/E ratios are unusually high drew a number of responses.  Our Letters to the Editor demonstrate the diversity of sentiment regarding the direction of the equity and fixed income markets.

Rick Ferri, CEO of Portfolio Solutions and a contributor to Advisor Perspectives, has published The ETF Book.  We summarize the topics covered and how advisors will find this book useful.

Lastly, we provide information on the Advisor Market Commentaries project we are undertaking.

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Our Interview with the Partners of Tweedy Browne

Along with managing one of the largest and most successful value investment funds, the partners of Tweedy Browne are prominent spokesmen for their trade.  Our interview covers topics including portfolio composition, the impact of behavioral finance, and the reasons for investing in high dividend yield securities.

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How High Are Today's P/E Ratios?: Letters to the Editor

We publish three letters with additional data and analysis that speak to whether today's P/E ratios are unusually high.  The underlying data leads these readers to markedly divergent opinions about the direction of the markets.

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The ETF Book by Rick Ferri

Rick Ferri has written a comprehensive and detailed analysis of ETFs, including their history, underlying investment structure, the indexes they track, and how they are used in various portfolio strategies.  We review the book and discuss how investors and advisors will find it useful.

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Advisor Market Commentaries

We are introducing a new feature that will be a compendium of year end market commentaries from RIAs.  We discuss this project and how you can participate.

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