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Learning that drives better investment decisions

A. Stotz All Weather Strategy – June 2020

All Weather Strategy: The strategy had a lower return than World equity in June, as equity remained strong. Fed can’t rescue the market forever, even if the virus is under control, other issues remain. Continued focus on downside protection with 30% short-term gov’t bonds and 30% gold.

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VMC: Currency Hedging Strategies for Companies

Valuation Master Class Student Essay: The world has become globalized; companies who have cross-border activities are engaged in currency exposure. As everyone knows the fact that the currency exchange rate is highly volatile. Multinational companies may confront a loss of revenue when incomes from foreign subsidiaries converted to the home currency.

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