Advisor Perspectives Insights into the world of high- and ultra-high net worth investing April 1, 2008- Vol 2, Issue 14
Quick Links Become a Subscriber (Free) Advisor Perspectives Home Page Asset allocation data Mutual fund data Advisor Commentaries (NEW!)		Richard Bove, an analyst with Punk, Ziegel, has proclaimed that the financial crisis is over.  Whitney Tilson of T2 Partners says just the opposite - that we are just seeing the tip of the iceberg.  We compare their views, and provide our analysis of the likely future of the sub-prime crisis. Mason Hawkins, Chairman and CEO of Southeastern Asset Management and manager of the Longleaf Partners fund, shares his thoughts on valuation methodology, opportunities in today's markets, and trends in the mutual fund industry. Mark Hulbert, editor of Hulbert's Financial Digest and a regular columnist in Barrons and the New York Times, spoke with us about the market indicators he tracks and what they are saying about the future direction of the market. Dougal Williams, an guest contributor and advisor with Vista Capital Partners, finds a connection between the strategy employed search engine Google and the investment benefits of index funds.  If you are experiencing problems opening or navigating through our newsletters, we can send you a text-only version.  Please send an email to feedback@advisorperspectives.com requesting the "text-only" version. If you have received this newsletter in error, or you do not wish to receive future newsletters, please use the "Safe Unsubscribe" button at the bottom of this email.
Two Forecasts for the Sub-Prime Crisis With no consensus about the extent of the sub-prime crisis, we turned to Richard Bove and Whitney Tilson, whose views are at opposite ends of the spectrum.  Each of their forecasts is presented, along with our analysis of who we believe offers a more accurate prediction. Read the article Our Interview with Mason Hawkins of Southeastern Asset Management Mason Hawkins is recognized as one of the most respected and accomplished value investors in the mutual fund industry.  In our interview, he discusses the process he uses to identify and evaluate potential investments, as well as the opportunities created by the sub-prime crisis. Read the article Our Interview with Mark Hulbert of the Hulbert Financial Digest Mark Hulbert has spent the last 28 years tracking the performance of investment newsletters, as well as reporting on academic studies in the fields of finance and investments.  In our interview, he identifies which indicators offer the greatest predictive value, and what they are saying now about the future direction of the market. Read the article Collective Wisdom, Financial Markets, and Investment Lessons from Google™ Can skilled investors outperform the market?  What's the best way to achieve long-term investment success?  The answers to these age-old questions become clear after taking a close look at how markets work, exploring the dynamics of group decision-making, and examining how the simple concept behind Google's search engine relates to personal investing. Read the article 4 New Commentaries Added to Advisor Market Commentaries this Week Read the economic and market commentaries from leading advisory firms. View the New Feature Advertise in Advisor Perspectives   Our newsletter goes to over 50,000 RIAs, wealth managers, and financial advisors.  See how you can deliver your message to our sophisticated audience. Read more Advisor Perspectives Box 380 Lexington, MA 02420 (781) 376-0050