BloombergSen Investment Partners

03/09/2022

How will your portfolio navigate a heightened inflationary environment? Here are some of the characteristics we look for:

02/24/2022

Legendary investor Sir John Templeton on buying in times of war:

“In 1939, Templeton took a major chance. World War 2 had just started in Europe and was causing uncertainty in the markets. Templeton saw low prices and borrowed thousands to buy 100 shares of every stock selling for less than one dollar. Even when a third of the companies faced bankruptcy, he held on to his shares. All but four of the stocks rebounded, making nearly a 400 percent return in just four years.”

Source: Great Investors - Sir John Templeton | Omega Wealth Partners

The world of investing contains countless individuals but few people of distinction and influence. The wisdom they have gathered throughout their lives can help anyone become a great investor. ______________________________________________________________________________________________ Sir John Tem...

10/13/2021

The Insights page on our new site gives an inside-look at how BloombergSen's managers find promising companies for investment, why they decide to sell, and more. Check it out:

bloombergsen.com/insights/

Posting lengthy, public blogs about our opinions on the markets is not our style. We prefer to share our thoughts directly with our investors. However, from time to time, we share investment aphorisms about our investment principles.

10/08/2021

BloombergSen has a new website! Check it out and learn more about our firm's concentrated, long-term approach to investing.

https://bloombergsen.com/

Building wealth is difficult. At BloombergSen, we have the utmost respect for the time, commitment, hard work and patience it has taken to build your assets. And we understand their irreplaceable nature. Each and every decision we make is guided by our respect for your capital.

08/16/2021

"Stocks can fall for any number of reasons. Here’s a list of 10:"

There are a million different reasons why stocks can fall

07/14/2021

Long-term investing is never as easy as people think. Check out this piece about the psychology behind long-term investing:

Long-term thinking is easier to believe in than accomplish. Most people know it’s the right strategy in investing, careers, relationships – anything that compounds. But saying “I’m in it for the long run” is a bit like standing at the base of Mt. Everest, pointing to the top, and saying, ....

07/05/2021

We talk a lot about weighing risk in investing, but what does that really mean? Check out this analysis from Ben Carlson:

Idiots, Maniacs & the Complexities of Risk Posted June 24, 2021 by Ben Carlson Risk is a complicated topic. It’s hard to define. It’s impossible to eliminate. And our perception of risk can often have unintended consequences. When things feel safer, we can let our guards down, which actually inc...

06/21/2021

Ben Carlson lays out why the stock market is still the best way for investors to hedge their bets against inflation:

How to Hedge Against Inflation Posted June 10, 2021 by Ben Carlson The year-over-year U.S. inflation rate came in today at nearly 5%, the fastest pace of higher prices since 2008. Some context is necessary around this number. A year ago the economy was still slowly waking up from its pandemic slumbe...

04/23/2021

BloombergSen has a positive take on the pandemic's economic impact: History shows us the economy will rebound better than ever.

Throughout history, markets have always been vulnerable to volatility, especially in times of economic uncertainty.

04/15/2021

In the world of investing nothing is as dependable as cycles.

The Growth-Value Cycle Posted April 5, 2021 by Ben Carlson Since the advent of each index in 1979, the Russell 1000 Growth and Value Indexes have nearly identical annual returns through March 2021 — 12.1% for growth and 12.0% for value.1 But the path to get to those returns was completely differen...

04/06/2021

The value trade is making a big comeback, returning to pre-pandemic levels:

The left-for-dead value trade has roared back to life to wipe out all its pandemic losses, with its revival reshaping the $2 trillion world of factor investing.

03/23/2021

Looking back one year from the bottom of the market

A look at what happened in the stock market over the last year