Notes From the Field

Ben’s originally from Alabama but now lives out in the wilds of Fairfield County, Connecticut, on a “farm” of 44 acres. While his pre-electrification, dairy farmer grandfather may’ve laughed at his calling his modest spread a farm, Ben’s learned a few things over the years from the farm and its animals, and they’ve helped him become a better investor. Here are his notes from the field in this regular Epsilon Theory feature.

Author: W. Ben Hunt, Ph.D.
Date: July 14, 2017
Category: Notes From the Field
Tags: Maya Angelou, goldfinch, seasons, winter, Game of Thrones, value, growth, momentum, diversification, portfolio

There’s a season for all things, and the investment styles that comprise a portfolio are no exception. What’s often missed in that portfolio construction process, however, is how those investment styles make us feel when they’re working and not working. Because as Maya Angelou so brilliantly said, how you make people feel is ALL they remember.

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Notes From the Field

Author: W. Ben Hunt, Ph.D.
Date: July 7, 2017
Category: Notes From the Field
Tags: Emily Dickinson, Jim Harrison, Daniel Boone, Robert Frost, Green Acres, monoculture, bees, chickens, eggs, honey, ETF, fingernail clean, algorithm, Central Bank Omnipotence

I’m originally from Alabama but now live out in the wilds of Fairfield County, Connecticut, on a “farm” of 44 acres. I put that word in quotations because although we have horses and sheep and goats and chickens and bees, my grandfather – who owned a pre-electrification, pre-refrigeration, pre-pasteurization dairy farm in the 1930s – would surely enjoy a good belly laugh at my calling this a farm. Still, I’ve learned a few things over the years from the farm and its animals, and they’ve helped me to become a better investor. Those are the notes from the field that I want to share in this regular Epsilon Theory feature.

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