Author Archives: LSAConnect

Aston Fund’s Quarterly Commentary

  ASTON/River Road Independent Value Fund  (N: ARIVX) (I: ARVIX)   Fund Quarterly Commentary 3rd Quarter 2011 Stocks Plunge as Macro Risks Intensify Equity markets plunged during the third quarter as investors reacted to a string of negative macroeconomic events … Continue reading

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First Eagle Update

Portfolio Manager Insights When markets took their initial tumble back in early August – after the S&P U.S. sovereign downgrade – we felt a tinge of excitement and initiated buying activity, as some of the earlier complacency that had characterized the … Continue reading

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Third Quarter Update

It’s been quite a quarter in the investment markets.  Declines in stock prices, coupled with a reduction in value for many other assets (including commodities and many bond categories) have combined to push the value of investments across the board … Continue reading

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A Rough Third QTR For Markets

The third quarter was a rough one for investors, marked by the toxic debt limit debate, the sounding of recession alarms in the U.S., and doubts around the ability of policymakers in Europe to act decisively to stem a broadening … Continue reading

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Portfolio Revision Presentation Posted

The presentation detailing the revisions that were made to the portfolios has been posted to the site and can be found in the “Monitoring Reports” box of the portfolio page you are viewing and by clicking on “Portfolio Management.”  If … Continue reading

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LSA Revisions Posted

The updates scheduled for September 27th were posted yesterday after markets closed.  Please login to your website to see the updated portfolio allocations for Private Client (Mutual Funds), Bear Market Entry, Cautious Bear Plus, ETF’s, Schwab NTF, American Funds and Fidelity.  … Continue reading

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LSA PORTFOLIO REVISIONS!

Below is the Schedule of Portfolio Revisions that LSA will be making!   The changes dated today (Sept. 27th) will be posted AFTER Market closes today.         LSA is pleased to announce that we will be making changes to all of … Continue reading

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August Updates Posted

Numbers though August have been updated for the majority of the documents and posted to the site. The remaining pieces will be updated shortly.  Please make sure the login to the site today to get your updated presentations.

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Paradigm Capital Management Update

The small-cap market as proxied by the Russell 2000 index is down 13.03% from the beginning of August through August 24th. This compares to an 8.69% drop for the large-cap S&P 500. Small cap was still outperforming large cap over … Continue reading

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Jackson National VA Portfolios

 Jackson National VA has five funds that will be entering a soft close on August 26th.  Our JNL strategies have been revised to accommodate these changes and you can find the updated portfolios by logging into the LSA website.  *** LSA will … Continue reading

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Interview with Walt Czaicki of AllianceBernstein

LSA FANN RADIO presents Walt Czaicki of Alliance Bernstein Click here to listen to the replay. Walt serves as a Senior Portfolio Manager (SPM) on the Blend Strategies team. His duties include periodic client service meetings, conference calls, consultant interfacing and final … Continue reading

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July Updates Posted

The LSA portfolio numbers have been updated through the end of the July.  Please login to the site to view the most current information.

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