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Mission Funds Insights: Direct from the front lines

Check this space for our observations, ideas and analyses-based on our years of experience and our commitment to not only extracting investment value from our regime-based model, but intellectual value as well.


Quarterly Commentary - Third Quarter 2018

Auour Investments 0 650

It was not a bad quarter! U.S. equity markets were very strong across all styles and sizes. We moved past the impact of February’s dive in this quarter, and although you can point to different reasons to justify calling it strong, clearly the economy was the primary factor, with the U.S. continuing to buck the trend of slowing growth in international markets.

The Importance of Timing

Auour Investments 0 554

The Oracle of Omaha, Warren Buffett, is a consistent optimist about the power of investing in the U.S. equity market. Though known as a selective investor, he advocates that the average investor buy and hold a slice of the entire equity market. As a fundamental principle, we agree. But for those of us who aren’t in his unique position as one of the richest people on the planet, sometimes we need access to that slice.

Often Wrong, Never in Doubt: The Siren Song of Alternatives

Auour Investments 0 600

Danny Deutsch’s motto and the title of his book, Often Wrong, Never in Doubt, are about the power of confidence and moving forward even when it results in as many misses as hits. It worked for him. It doesn’t work in investing, which relies on empirical evidence, not hope. However, we find the motto does apply to the alternative investing space—given its poor performance coupled with confident messaging. 

Emerging Problems

Auour Investments 0 744

At Auour, we analyze many independent factors to assess greed and fear and the inherent risk in the global markets. We believe the tools we have honed give us a more balanced approach to global investing and provides us the opportunity to gradually move allocations – potentially to all cash – as our confidence builds that a material and enduring downturn lies in front of us...

The Largest Game of Jenga Ever

Auour Investments 0 1296

We like games, but not all games. Some make us tense such as the Hasbro game named Operation. As a child growing up in a warm and nurturing environment, hearing the BUZZ as you touched the side not only scared you, but risked driving you to tears. We believed we could have killed someone if given a plastic scalpel. Jenga is another game that makes us tense. To make it worse, it is not just your actions that could drive to failure. Those players before you place the tower of blocks in an ever more unstable situation...



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