January 29th, 2016
This critique of the Fourth Quarter will be brief as by now you hopefully have read our annual thought piece: “Welcome Back Volatility.” It describes how volatility became more pronounced in both the third and fourth quarters of 2015. The contributors to that volatility were investor uncertainty as to when the Federal Reserve would finally […]
Read more > January 19th, 2016
“Anything is possible, and the unexpected is inevitable. Proceed accordingly.” Jason Zweig (noted investment authority) 2015 proved to be a challenging year for many traditional and hedge fund investors. Most indices were down or only slightly positive (Dow 0.2%; S&P 500 1.4%; Russell 1000 Value -3.8%; Barclays Aggregate Bond Index 0.6%; MSCI EAFE -0.8%; High […]
Read more > November 12th, 2015
On October 20, 2015, First Long Island Investors hosted a thought leadership breakfast for clients and friends of the firm. The session was led by Kevin S. Law, President and CEO of the Long Island Association and Robert D. Rosenthal, our CEO. Kevin has led the LIA since September of 2010 and is focused on […]
Read more > October 29th, 2015
“In investing, what is comfortable is rarely profitable.” -Robert Arnott (investor, editor, and writer) The quarter ended September 30, 2015 evidenced significantly greater volatility and the first “correction” (a decline of 10% or greater) since 2011. Both the volatility and correction were overdue as we suggested in both our last quarterly letter and our web […]
Read more > September 30th, 2015
Robert D. Rosenthal, Chairman, Chief Executive Officer and Chief Investment Officer of First Long Island Investors, LLC, and his wife Jodi, along with others, were honored at the UJA Federation of New York’s 2016 North Shore Inaugural Dinner on September 30, 2015. This event, attended by over 500 people, celebrated those individuals who continue to […]
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