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
Biography:
Donald G. M. Coxe
Strategy Advisor, BMO Financial Group
Chairman, Coxe Advisors LLP.
Don Coxe has more than 39 years of institutional investment experience in Canada and the US. He is Strategy Advisor to BMO Financial Group. His investment journal, Basic Points, published since 1992, and his conference calls are distributed exclusively for their clients in North America, Europe and Asia.
From his office in Chicago, Don heads up the Global Commodity Strategy investment management team – a collaboration of Coxe Advisors and Harris Investments – to create and market commodity-oriented solutions for investors. He is advisor to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, and the Virtus Global Commodity Stock fund in the US.
Mr. Coxe was appointed to the Board of Spanish Mountain Gold (TSX:SPA) in September 2011. He has been an Advisory Board member of Genagro Ltd. (a firm investing in farmland and farming-related businesses) agriculture investments firm) since 2008.
Mr. Coxe has consistently been named as a top portfolio strategist by Brendan Wood International; in 2011, he was awarded a lifetime achievement award and he was ranked number one in the 2007, 2008 and 2009 surveys. Mr. Coxe maintains a highly visible presence in the business community as an advisor to Boards, and speaker for business conferences and industry events.
Prior to entering the investment advisor business, Mr. Coxe served as associate editor of National Review magazine in New York; practiced law in Toronto; was general manager of the Ontario Federation of Agriculture; and served as General Counsel of the Canadian Federation of Agriculture.
Coxe Advisors LLP, November 2011
COMMODITIES: Commodities are not an Asset Class
LINKS: Sunspots • The Global Food Crisis
Disclosures
All information contained herein is for informational purposes only. This is not a solicitation to offer investment advice or services. Coxe Advisors does not offer any products or services for sale; rather, it acts as a non-discretionary investment adviser to Harris Investment Management, Inc., a division of Bank of Montreal. An investor should consider investment objectives, risks, charges and expenses carefully before making any investment. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. Please refer to Coxe Advisors’ ADV Part 2 for additional information.
Regulatory Information: Coxe Advisors is an investment adviser registered with the United States Securities and Exchange Commission. Coxe Advisors does not render personalized investment advice. The purpose of this web site is for information distribution only.