Monthly Commentaries

Monthly Commentaries / July 15, 2014

The Road Less Travelled

“The world of finance hails the invention of the wheel over and over again, often in a slightly more unstable version.” — from “A Short History of Financial Euphoria” by John Kenneth Galbraith It is truly unfortunate that investors continue to be bamboozled by hucksters. Reuters recently carried a number of stories from India, England, […]

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Monthly Commentaries / June 15, 2014

Introduction to Laurus

“I believe that to have a great company you have to make two things great – the culture and the people. If these two things are great your organization can navigate the twists and turns to get you where you want to go.” — Ray Dalio, Bridgewater Associates This is our first commentary under the […]

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