Entries by ThirtyNorth Investments

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Blair duQuesnay speaks at CFA Institute’s 70th Annual Conference

Blair duQuesnay participated in a panel on building a client oriented culture at the CFA Annual Conference in Philadelphia in late May. Joined by fellow advisors and CFA charterholders John T. Elmes II and Isaac Presley, the group discussed ways that advisors must differentiate themselves today. “We always have asked for feedback,” said duQuesnay. The […]

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Women Impact Strategy highlighted in FA Magazine

In an article titled “An Advisor Portfolio Built Around Gender-Diverse Companies”, the Women Impact Strategy was featured in FA Magazine last month. Here is a preview of the article: Suzanne Mestayer and Blair duQuesnay, RIAs with ThirtyNorth Investments, are setting themselves apart from competitors in New Orleans and nationwide with the launch of the Women’s […]

Mark-up Disclosure for Bonds: It’s About Time

I’ve spent the better part of a decade trying to explain to investors that bond purchases are not free. But that’s a difficult task when the costs are hidden from investors. This will change in May 2018, when the SEC’s new bond mark-up disclosure requirement takes effect. What is a Mark-up? Unlike stocks, where investors […]

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ThirtyNorth Investments Celebrates Women Impact Strategy’s One-Year Anniversary

Media Contact: Erica Dilk Communications Strategy Group edilk@wearecsg.com 720.726.5438 ThirtyNorth Investments Celebrates Women Impact Strategy’s One-Year Anniversary Portfolio outperforms, exceeds benchmark by 3.5 percent New Orleans – May 10, 2017 – ThirtyNorth Investments, LLC, a registered investment advisory firm founded in 1997, announced today the one-year anniversary of and performance for its Women Impact Strategy. […]

4th Quarter 2016 Market Commentary

Executive Summary Year in Review – “Worst Start”, Brexit, Trump surprise victory Small cap and Value stocks outperform Interest rates decline mid-year, then rise to finish year higher Will the US pass income tax and corporate tax reform in 2017? Late innings for the current US economic expansion The folly of forecasts  In 2016, the […]

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Fritz Gomila in Biz New Orleans

ThirtyNorth’s Fritz Gomila contributed to an article in this month’s edition of Biz New Orleans magazine. In “Resolving to be Financial Sound”, Fritz discusses the challenges retirees face in a low interest rate environment and offers advice for employees saving and investing in their retirement plans. Here is an excerpt from the article: “ThirtyNorth’s Gomila […]

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Women Impact Strategy – Year End Performance

The Women Impact Strategy finished 2016 strong, outperforming the Russell 3000 Index by 1.88% net of fees since the strategy’s inception on April 7, 2016. As we look forward to our 1-year anniversary in the strategy, we are quite excited by this early performance. The portfolio is comprised of fifty stocks, purchased at equal weight, and mirrors the sector weighting […]