| 08 March 2010
One of our favorite managers has released their Annual Report and shareholder letter. John Hussman's report can be found here (pdf.) We recommend that all of our clients read his letter as it describes our general concerns very well. We specifically recommend pages 6-9 under the title Present Conditions. If you are not a client, we recommend it as well.
Our firm's goal is to earn solid absolute investment returns over long periods of time without exposing our clients' capital to undue risk. More
In addition to managing your assets directly, when appropriate we will also consult on and integrate into your investment plan any assets not managed directly by Thompson Creek. More
We are personally committed to an objective, exacting and intense focus on your goals. More
You have spent considerable effort and time the accumulating assets over a lifetime, and the more successful you have been the more your exposure to estate taxes has increased. More
