Starting this month, we’re publishing more regularly here on our Insights page. Don’t expect short term market predictions, or a running commentary on every headline.
Instead, we will hopefully provide some additional insight and explanation into how we actually think about investing: what does discretionary portfolio management mean in practice; why do we have the investment philosophy we do; and provide answers to some of the questions we hear most often from clients and prospective clients alike.
Why now
We have historically relied on our track record to speak for us, and if we did explain our thinking in more detail, it would mostly come out through one-on-one conversations with clients or prospective clients. Publishing here means more people can understand how we approach portfolio management and have a deeper understanding of who we are and why we invest the way we do. For our existing clients, it may also serve as a place to point family members, colleagues, or anyone else who ask what we actually do.
What to expect
Over the coming weeks, we’ll be publishing on topics including:
- What discretionary portfolio management actually means, and how it differs from simply receiving recommendations
- The difference between a financial advisor, a private wealth management firm, and an asset management company, and why the distinction matters more than the label
- What we look for in a business before we consider it a long-term holding
- Practical guidance for people navigating a major life change – a divorce, an inheritance, a retirement – who suddenly find themselves responsible for decisions they didn’t expect to make alone
What won’t change
This publishing schedule doesn’t change how we handle anything our day to day research, and investing decisions. What’s changing is that we’ll be writing more educational material that explains our approach.
Frequently asked questions
Will this replace your quarterly fund updates?
No. Quarterly updates and fund-specific reporting continue as before. This is additional educational content to supplement the information already found on our website.
How often will new posts be published?
We’e starting with a regular cadence and will adjust based on what readers find useful. Check back on this page, or subscribe to our monthly insights if you’d rather have new posts come to you.
Can I suggest a topic?
Yes please! If there’s a question about discretionary portfolio management, wealth management, or how we think
about investing that you’d like covered, contact us and let us know.
A NOTE ON THIS ARTICLE
This article is a general announcement and does not constitute financial, legal, tax, or investment advice.
Ready to talk?
Want to understand how our approach might apply to your own situation? Contact Tralucent to schedule a portfolio review.
