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APPLYING PRACTICAL INSIGHT TO
COMPLEX FINANCIAL CONCEPTS

Karen Firestone has spent over thirty years honing skills applied to
the investment world, while at the same time navigating a path through the work/familyscape. She considers many issues from an unusual angle, including stock market movement, factors facing professional women today, and how to think in simple terms about some complex financial structures. Karen shares her observations in posts that also appear in the Harvard Business Review and Huffington Post. As the CEO of Aureus Asset Management, a former fund manager at Fidelity Investments, and the mother of four grown children, Karen has a rare perspective into which she injects humor and some irreverence.

NYTimes: HuffPost, Breaking From Its Roots, Ends Unpaid Contributions

If the HuffPost is dropping their non-paid contributors, costs go way up, signaling the inevitable end of free access to websites like this.  They must believe that readers will pay for content. If not, can they survive on advertising?  After 30 years, we are about to find out who can generate profitability in digital media….

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WSJ: BlackRock CEO to Companies: Pay Attention To ‘Societal Impact’

While ESG funds are being raised at a rapid pace, they represent a very small percentage of stocks and therefore their influence on management teams is questionable. However, BlackRock is one of the largest investors in stocks through its passive iShares index platform, which heretofore had itself taken a largely passive stance with regards to…

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The Economist: Investment banks’ cull of company analysts brings dangers

This article from The Economist lays out the reasons for and potential fall-out from MiFID2. If the new regulation ultimately results in fewer sell-side analysts covering stocks, it should increase the opportunity set of mis-priced securities for those who continue to pursue active investing, such as ourselves. Read the full article in The Economist

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Does Your Startup Have a Spending Strategy?

boss accountant rich french bulldog saving dollars and money with piggy bank or moneybox , with glasses and tie , isolated on white background

By Karen Firestone This article was originally posted on The Harvard Business Review – read the original article by clicking here Starting a new business involves a host of challenges, and chief among them is knowing what to spend your money on—and how much to spend. You have to consider salaries, marketing budget, office size,…

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NYT: Young and in Love … With Lipstick and Eyeliner

This article lays out how the makeup industry has proven resilient and capitalized on social media as a driving force for expanded revenues.  Not just overall sales, but makeup store retailers benefit too. Read the full article in The New York Times

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Barron’s: 3 Stocks That Could Outpace This Market

Kari was recently featured in Barron’s to offer an explanation for Aureus’ outperformance versus the S&P 500. During the interview, she gives us her thoughts on where the market may be headed next year, what might cause the next correction, and some reasons for holding some of our favorite stocks. Download her Barron’s interview here…

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