Our Man in NYC

 Portfolio Update - Carbon Credits:   OM has debated taking a position in carbon credits for a while but finally took the plunge at the star...

Well, that was a fun! *sarcasm alert* Our Man isn’t a doctor and, unlike far too many in finance and politics, he doesn’t even want t...

Our Man began an update on the thematic positions but it quickly got rather wordy and overly complicated.  Fortunately he stumbled across t...

Portfolio Update   - Thematic - Vietnam :  OM took advantage of the recent sharp market moves to add to the position in Vietnam, bringi...

As a follow-up to OM’s last piece on his investment philosophy and strategy, this one looks at how the current portfolio fits within that f...