The Rule of Page Sixteen

Never invest on the basis of a story on Page One, that is the efficient market.  Invest on the basis of a story on Page Sixteen—that’s on its way to Page One.

I’m a historian by training.  I look for the big themes, the ones historians will be writing about in a hundred years—the Page Sixteen stories.

Don Coxe

Chairman, Coxe Advisors LLC.

Biography: 

Donald Coxe, Chairman, Coxe Advisors LLC

With 35 years of institutional investing and money management experience in the United States and Canada, Donald Coxe has a unique background in North American and global capital markets.

As Chairman, Coxe Advisors LLC, a newly incorporated investment advisory firm in Chicago, Don will continue to follow global capital markets, and to write and speak for investors. 

The Coxe Commodity Strategy Fund (TSX: COX.UN) was launched in 2008. The Fund provides exposure to commodity-related securities in the raw material sector weightings Mr. Coxe has established. 

In 2008, Mr. Coxe was the recipient of the National Post / StarMine lifetime achievement award for excellence in investment research. He has consistently been named as a top portfolio strategist by Brendan Wood International, and was ranked number one in the 2007 and 2008 surveys.

Until December 31, 2008, as Global Portfolio Strategist for BMO Capital Markets, he published a monthly institutional portfolio strategy journal, Basic Points, and conducted a widely-followed weekly institutional strategy conference call.

He was CEO of a major Canadian investment counseling firm, Research Director and Strategist for Canada’s leading institutional dealer, a strategist on Wall Street, and CEO and Chief Investment Officer for Harris Investment Management Inc., an investment management firm specializing in pension and mutual funds. At Harris, he was co-manager of the flagship Harris Insight Equity Fund. In 2005, Harris Investment Management was ranked No.1 overall as the best-performing mutual fund organization in the US.

A respected business writer, he is the author of The New Reality of Wall Street, published in 2003.

Prior to entering the investment business, Mr. Coxe served as Associate Editor of National Review magazine in New York, practiced law in Toronto, and served as General Manager for the Ontario Federation of Agriculture and General Counsel for the Canadian Federation of Agriculture.