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Island Light Investment Notes (May 2012)

May is very rarely a great month for US equity investors.  This May was, unfortunately, not an exception to the old rule to “sell in May, buy in October”.  Don’t get us wrong; we are not advocating a tactical strategy that moves portfolios to cash for 6 months out of the year.  We are just saying that all of us would have been well served to...

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Enlightened Investing, Collaborative Investment Committee

Island Light’s investment process is based upon “Enlightened Investing”.  Enlightened Investing is a stable approach to portfolio management, emphasizing quantitative principles and proven investment practices, while accentuating asset allocation as the most important determinant of long term success in investment planning. We use this approach,...

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Island Light Investment Notes (April 2012)

In the natural world, the month of April is a time of renewal, anticipation and new life.  Animals and plants awaken, bloom and begin their warm weather plans. Investors, such as you and I, also seek renewal, growth and future prosperity.  But this April, our hopes for continued prosperity from the equity markets were dampened by showers, following...

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