All Posts By

John Jennings

THE FASCINATING ONE-STOCK CHALLENGE

By | INVESTMENT MANAGEMENT | No Comments

I am member of a global network of investment professionals. This past June the network had a “One-Stock Challenge” with the following rules:

1. Submit the name of a stock by June 29th
2. List out the rationale for choosing the stock
3. The stock with the highest price appreciation from June 30th to December 1st would be the winner.

Simple rules! Fun! Game on!

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THE ELEMENTS OF OUTPERFORMANCE

By | INVESTMENT MANAGEMENT | No Comments

In our competitive world, most everybody wants to win – from star professional athletes to teenagers playing video games on their iPhones. For investors, winning often means beating the relevant benchmark. This article identifies three primary elements necessary for outperforming benchmarks and provides advice on how you can increase your chances to come out ahead…

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HOW TO INCREASE INVESTMENT RETURNS

By | INVESTMENT MANAGEMENT | No Comments

An investor can take four actions to increase expected investment returns over time. As shown in the schematic below, these are, in order of increasing difficulty: (a) tilt the portfolio weighting towards risk assets, (b) reduce costs of the portfolio, (c) take advantage of the liquidity premium, and (d) choose and invest with skillful investment managers (or identify attractive investments). This paper will discuss the opportunities and challenges in increasing investment returns via each of these four actions.

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CONSIDERATIONS FOR SHARED OWNERSHIP OF FAMILY PROPERTY

By | FAMILY OFFICE | No Comments

Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara…

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SHOULD I SELL OUT OF THE STOCK MARKET?

By | INVESTMENT MANAGEMENT | No Comments

Over the past several months many people have asked whether they should take risk off the table by selling some of their stocks. Given the heightened perception of uncertainty in geopolitics and the financial markets, this question is understandable. In response, this article outlines investor concerns, examines various historical facts pertaining to investing in stocks and concludes with advice from The St. Louis Trust Company.

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