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Eric Cinnamond’s Independent Value Fund (ARIVX)
The ASTON/River Road Independent Value Fund managed by Eric Cinnamond is the number 13th best performing of all domestic equity funds year-to-date as of yesterday’s market close, according to Morningstar.com. It is also the number one performing small cap value … Continue reading
Posted in Fund News
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Wake Up Call For America
Late Friday night (August 5th) Standard & Poor’s announced that the coveted U.S. debt rating of AAA was reduced to AA+! It is the first time in the history of the United States (since ratings began) that it’s been less … Continue reading
Posted in Economic News
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More Market Turmoil – PART II
Major stock market indices were down 4-5% yesterday as investors move into panic mode. There is no single piece of news driving the sell-off; rather the market seems to be gathering downward momentum on its own. Selling is creating more … Continue reading
Posted in Economic News
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More Market Turmoil
The equity market in the US today is down nearly 1000 over the last couple of weeks (as we write this the Dow is down some 300 points or 35 S&P 500 points). The news is claiming this is due … Continue reading
Posted in Economic News
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June Updates Posted
The LSA portfolio numbers have been updated through the end of the second quarter. Please login to the site to view the most current information.
Posted in Portfolio Updates
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Updated 2Q11 Economic Report
Given our expectations for the economy, here are some thoughts on the markets…. Attractive equity market valuations (recall the P/E slide) and less overall volatility for the U.S. stock market (recall the VIX slide) would normally call for an overweight … Continue reading
Posted in Economic News
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New Portfolio Models Launched June 8
LSA is excited to announce that we have introduced the following new strategies to our platform: New Aggressive Growth Strategy… has been added to all the platforms that we have available. There were a handful of advisors that were requesting a true all-equity aggressive … Continue reading
Posted in Portfolio Updates
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Saturday Keynote – Eric K. Cinnamond, River Road Asset Management
Mr. Cinnamond serves as Vice President and Portfolio Manager for River Road’s Independent Value Portfolio. Mr. Cinnamond has 17 years of investment industry experience. Most recently, Mr. Cinnamond served as Lead Portfolio Manager of Intrepid Capital Management’s Small Cap Strategy. … Continue reading
Posted in National Conference
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Saturday Session Schedule
7:00 – 8:00 a.m. Continental Breakfast/Black Litterman/Diversification 8:00 – 8:15 a.m. Opening Session 8:15 – 9:00 a.m. LSA Website Tips and Tricks 9:00 – 10:00 a.m. Keynote – Eric K. Cinnamond, River Road Asset Management 10:00 – 10:15 a.m. Break … Continue reading
Posted in National Conference
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Billy Hopkins – Trends in the Regulatory World
Billy Hopkins, II, president and CEO of Silver Oak Securities spoke to LSA advisors on the subject of current trends in the regulatory environment. According to Mr. Hopkins, clients demand and deserve confidence, trust, professionalism and objective, non-conflicted advice from their advisors.
Posted in National Conference
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