This month, we are expanding our look at US versus Foreign Performance by examining the Non-Developed Markets – commonly referred to as the Emerging Markets or BRIC’s – Brazil, Russia, India, China and nineteen or so others…depending on whose definition you believe.
While it is curious that the US Markets dominated Developed Markets by returning 12.69% in 2014, it is useful to note that US Market dominance did NOT outperform all markets around the world in 2014. (In 2014 the markets in Egypt, Indonesia, The Philippines, India, Turkey and Thailand all produced returns superior to those of the US that ranged from 29.35% to 16.84%.)
We believe investors interests are best served by Focusing On What Can Be Controlled:
• Create An Investment Plan/Allocation That Solves For Unique Needs And Risk Tolerance
• Structure A Portfolio Utilizing The Dimensions Of Expected Returns
• Diversify Broadly And Globally (US, Developed and Non-Developed)
• Reduce Expenses
• Minimize Taxes
Of course, adherence to a purposefully derived goal based Investment Plan is difficult as the daily market news and commentary challenges one’s discipline. (Buy Gold…Tech funds On The Rise…Dow Dives 500 points….Gold Market Busts…Housing Market Booming…The Five Best Funds…etc.) Some messages stir anxiety about the future while others tempt us to chase the latest investment fad. My advice when resolve is tested:
• Focus On Objective Academic Evidence And Maintain A Long-Term Perspective.
Placing our faith in a Well-Reasoned, Long-Term, Evidence-Based Plan, we remain
Yours truly,
Warburton Capital Management
Keep Scrolling for a Graphical Representation of Emerging Markets Data
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Click image to see a full-screen version.
Author: Warburton Capital
Jonathan Hall is the CEO and President of Warburton Capital Management and a member of the Board of Directors. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013.
As President of Warburton Capital, he manages day-to-day operations, leads the firm’s advisory and operations teams, and directs efforts to attract and retain talent. As a member of the firm’s Board of Directors, he works with the firm’s Founding Principal and the Board of Directors to derive and implement strategic decisions regarding the direction of the firm such as mergers and acquisitions, new lines of business, and business development.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner; he guides his clients through a life of financial purpose, helping them to define and achieve their goals as a fee-only fiduciary financial advisor.
Jonathan earned a B.A. in History, a B.A. in Government, and an M.B.A. from Oral Roberts University, where he served as President of the ORU Graduate Business Association. He further earned a Master of Science in Financial Services (M.S.F.S.) with an emphasis in Financial Planning from Saint Joseph’s University.
Jonathan has served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets. Jonathan was recognized in 2016 as one of Tulsa’s “40 Under 40.” Jonathan is a graduate of Leadership Tulsa, Class 51. From 2020-2021, he served as the President of the Board of Directors for Emergency Infant Services and had served on that Board since 2014. He served from 2023-2024 as a Trustee at the Tulsa School of Arts and Sciences (TSAS).
In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. In 2020, he was appointed by Governor J. Kevin Stitt to the Oklahoma Commission on Children and Youth, serving as a member representing Business & Industry. In 2022, Governor Stitt re-appointed him to that Commission, and he was elected Secretary by his peers.
Jonathan and his wife of 12 years have three children and a beloved family Golden Retriever.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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