Insights

Sustained Growth and Prosperity

There is a certain irony that the world’s political, economic and financial leaders are coming together in Davos this week to discuss “creating a shared future in a fractured world”.... Continue reading

Who Do You Trust?

We are bombarded with information every second of every day influencing our investment process. There is way too much hitting us making it difficult to separate the wheat from the... Continue reading

Risk

A successful money manager must be cynical. We begin by thinking about what could go wrong before factoring in the upside potential. As discussed last week, it would be easy... Continue reading

Is the Party Over?

Paix et Prospérité has significantly outperformed all averages and ran circles around the Hedge Fund Index. Naturally, it would be easy to take our chips off the table, call it... Continue reading

Bill Ehrman Positions For 2018: Tax Reform Will Benefit U.S. Economy Over Years, Not Just In 2018

(This article was first published on Seeking Alpha and is an interview of him by one of its editors.) Bill Ehrman, managing partner of Paix et Prosperite Funds, served as... Continue reading

Sell On the News

Congress, really only the Republicans led by the President, is about to give our country a huge Christmas gift: tax reform. And it’s about time. The financial markets have marched... Continue reading

Be Patient, Not Complacent

We spend our day reviewing all the facts, challenging our core beliefs and doing in-depth research on a global basis. I hate when the pundits agree with our stance. I... Continue reading