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Moving

peachy

A few months into Houston, I convinced myself somehow that our blog silence could be communicating that something was wrong—and a lot was wrong, especially the bumps in the road I faced professionally. Now that we’re almost five months into Georgia and have yet to write a sentence on the blog, I can imagine the suspense we might have put an observant reader in. But our silence this time is for the exact opposite reason.

making the best

When we were Texans, we had a bit of a tough season, but we tried to make the best of it; and we know that God is working all things, even the hard things, for our good.

Texas transfer

What new highways will God take me on and teach me the features of, so I can know His heart more and trust Him more? I can’t wait to find out.

global portfolio return attribution

The topic at hand has to do with if a global portfolio manger outperformed (or underperfomed) a benchmark, what was the cause of the outperformance (or underperformance)? Was it primarily about stock picking in certain countries? Or the overweighting of certain countries’ markets?