Tag Archives: spoke funds

Spoke Funds®: Performance Measurement

The below originally went out in my last letter to investors. I’m reproducing it here for the benefit of any investors or Spoke Fund managers who haven’t seen it yet. Q. Do the returns I see in your Tarpon Folio … read more…

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Two Quotes on Mutual Funds You Probably Missed

From a WSJ article on a new report by Harvard professor John Coates on the non-partisan Committee on Capital Markets Regulation. On taxes paid by investors in mutual funds: I was struck as an investor as much as an academic … read more…

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Building a Spoke Fund®: Critical Path Items

As per my last post, here are the things I’d recommend new portfolio managers consider to jump start the launch of your own Spoke Fund®. A couple of notes first: My apologies for the delay in posting these. I’ve been … read more…

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