Auour Investments
162 Main Street #2
Wenham, MA 01984
Auour Investments
162 Main Street #2
Wenham, MA 01984
The media often plays up the narrative that the U.S. dollar is about to lose its dominance. We...
Ken Doerr’s 22 years of experience includes successfully managing funds with both growth and value mandates, long/short hedge funds, long-only portfolios, quantitative research, and risk modeling. Prior to the founding of Auour, Ken was a Senior Portfolio Manager Mid/SMid-Cap Growth and Head of Quantitative Research for Evergreen Investments Fundamental Equity Group. Prior to Evergreen, Ken was Founding Partner, Chief Investment Officer of Trilene Endeavour Partners, a newly-organized firm offering Market Neutral U.S. Equity Hedge Fund. Ken was a Portfolio Manager at 2100 Capital Group, a subsidiary of Marsh & McLennan, managing the 2100 Capital Endeavour Fund, a market neutral equity hedge fund. Prior to 2100 Capital Group, he was a Senior Vice President and Portfolio Manager at Putnam Investments where he managed a $1 billion dollar sub-account of the Mid-Cap Putnam Vista Fund, a growth fund, and a $3.5 billion sub-account of the Specialty Growth Putnam New Opportunities Fund. Ken served as a member of the portfolio team at Equinox Capital Management that managed a $4.5 billion dollar sub-advisor account of Vanguard Windsor II, a large cap-value oriented fund. He was the portfolio manager for the Equinox Mid-Cap Value Fund. Before joining Equinox, Ken was a Senior Quantitative Analyst at Sanford C. Bernstein. He earned an M.S. in Electrical Engineering from Brown University and a B.E. in Electrical Engineering from the Cooper Union. Ken resides in Bolton, MA with his wife of 17 years, his daughter, two cats, two dogs, and one horse.
Joseph Hosler, CFA, brings 23 years of investment experience serving the needs of large institutional clients. His background includes portfolio management and investment analysis, predominantly focused on domestic and international public companies. Prior to the founding of Auour Investments, Joe led investment activities within various sectors at Pioneer, Babson Capital, Putnam Investments, and Independence Investment Associates (IIA). While at IIA, Joe drove the effort to design, develop, and launch one of the first quantitatively driven tax efficient investment approaches focused on individuals and taxable organizations. Joe holds an MBA from The Darden School of the University of Virginia, as well as, a B.S. and M.S. in Mechanical Engineering from Boston University. He is an active volunteer within his community and currently sits on the Boston Security Analysts Society’s Strategists/Economists Subcommittee and the Montserrat College of Art Investment Committee. Joe resides in Wenham, MA with his wife of 25 years, two children and three dogs (soon to be four).
Robert Kuftinec has a background in corporate finance having worked in both investment banking and private equity. Prior to the founding of Auour, Robert was a Managing Director at TransOcean Capital where he was responsible for significant foreign equity and real estate investments in the United States. Prior to TransOcean, he was a Managing Director at Overture Capital Partners, a private equity investment firm focused on the middle market, and a Managing Director at Shields & Company, a Boston-based investment bank. Robert has been active on several corporate Boards of Directors including those at the Deutsche Asset Management Small Cap Fund (NYSE), Stronghaven, Inc., and Halcore Inc. He also has been a board member and treasurer at several non-profit organizations. He has an undergraduate degree from Babson College and earned an MBA from the Darden School at the University of Virginia. Robert resides in Carlisle, MA with his wife of 19 years and two children.
Most investors are told to weather the storm and hope for the best. At Auour, we choose to go...
Once again, we would like to introduce you to an informal advisor to the firm, Nobuya Nemoto, who...
Dear Advisor,
Investment markets have produced strong returns. But they also produce anxiety...
It is hard to shake a stick without hitting an economist these days. And given how lousy a job...
Once again, we would like to introduce you to an informal advisor to the firm, Nobuya Nemoto, who...
Jackson Hole
The annual conference of central bankers has kicked off in Jackson Hole, WY and we...
The market rally experienced over the past month is a direct result of the FOMC’s July...
Meet a Strategist is a weekly feature where Evan Harp talks to different strategists about how...
Will the Federal Reserve continue to fight inflation if the economy tanks? Will the Fed pivot to...
Let’s start with a few historical observations:
The last four months have seen investors move from a futurity (new word for us) approach to a...
Two thoughts from Oliver Burkeman (h\/t @jposhaughnessey)
Inflation is on everyone’s mind and energy pricing has been a significant contributor
We recently watched a TED talk by fiction authorJohn Green. He opened his talk by discussing...
We are keeping with our summer series of more charts and fewer words. Most of this newsletter...
If you follow us on LinkedIn, you will notice our desire to improve our vocabulary through the...
Not a day goes by without an article discussing inflation. And since that is the topic of this...
In the early 1980’s, Dave Davies, of the English rock band the Kinks, wrote the song, “Living on...
Note: We have been consistently concerned about very high valuations in the global investing...
This is not a time for relatives. Don’t worry, Mom, we aren’t referring to family. We mean that...
The second quarter was almost a mirror image—the same, but in reverse—of the first. March ended...
“The investor of today does not profit from yesterday’s growth.” —Warren BuffettCompared with...
Two weeks ago, Jamie Dimon, the CEO of JP Morgan, said, “So, we have taken liquidity out of...
By Joseph Hosler,Auour Investments
Wealth can be created and destroyed
Markets have been exceptionally volatile this year as trade rhetoric between China and the U.S....
After a very dismal December (one of the worst market declines in history) and a powerful rebound...
The number of tactical ETF Strategists has increased since the 2008 Financial Crisis as advisers...
By Auour Investments
The fourth quarter ended in rough shape with major equity markets around the...
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