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Posts by Sean Barron:

Sep 4, 2013: The Beautiful Wall of Worry | Sean Barron

One of the most dreadful things to occur prior to a busy day at work is a restless night of sleep. You know, one of those in which it feels like you are waking up at every possible hour? And when you feel rest is within arms’ reach…the alarm clock sounds! This is how the [...]

Jul 18, 2013: Third Quarter Tactical Allocation Update | Sean Barron

Since the financial crisis, short term market movements have been increasingly driven by central banks, government actions, and social unrest. Second quarter’s markets results were largely defined by the following events: First, the Bank of Japan (which has suffered through two decades of low to negative inflation) started an unprecedented easing program that resulted in a [...]

Jul 5, 2013: A Client Conversation: The Reality of Real Rates of Return | Sean Barron

As a portfolio manager, the number one question I have received over the last few years has been “What can I invest in that is safe and has a good yield?” The word “safe” is one that I sometimes have a different interpretation of than does the person asking – safe in terms of maintaining [...]

May 9, 2013: Tactical Allocation Update | Sean Barron

The trust department recently updated our strategic asset allocation (for more detail on our asset management process, click here). Equity returns of the major regions continue to differentiate from each other – with U.S. Equities up 9.6%, Developed ex-U.S. Equities up only 3.8% and Emerging Market Equities down 3.4%. Most developed markets continue to experience [...]

May 8, 2013: Tom Gayner’s 4 Main Investment Principles | Sean Barron

This past weekend, I was in Omaha for the Berkshire Hathaway Annual Shareholder Meeting. After the BRK meeting, I attended an YPO event and got to hear Tom Gayner, President and Chief Investment Officer of Markel. Mr. Gayner spoke at Delta Trust’s Investment Outlook Conference in 2011, and he is often thought of as the new Buffett of Virginia. [...]

Feb 27, 2013: Tactical Allocation Update | Sean Barron

The trust department (following Northern Trust’s recommendation) recently updated our strategic asset allocation (for more detail on our asset management process, click here). The world has become more global and fiscal policies play a much larger role than they ever have in the past. Risk assets (global developed equity, emerging markets, real estate, natural resources, [...]

Jan 10, 2013: Deferring Taxes & Capital Gains | Sean Barron

Capital gains taxes are rising to 20% on wage earners making $400,000 ($450,000 married couples) – what effect will this have on after-tax wealth. In November 2012, Sean Barron, portfolio manager at Delta Trust, wrote an interesting article that explores the value of tax deferrals on capital gains. Click here to read Sean’s article, Ignoring [...]

Jul 16, 2012: Demographic Changes, Financial Markets and the Economy | Sean Barron

Sean Barron, Portfolio Manager at Delta Trust, examines Financial Analysts Journal’s recent article, Demographic Changes, Financial Markets, and the Economy.

Jun 19, 2012: Today’s Tax Market And The European Financial Crisis | Sean Barron

Sean Barron, Portfolio Manager with Delta Trust & Bank, sat down with Roby Brock of Talk Business to discuss today’s tax market and the financial crisis occurring in Europe.

Jun 5, 2012: Comments on Potential Tax Changes | Sean Barron

After reading Andy Friedman’s warning that Dividend Stocks are Headed for Trouble, Sean Barron, Portfolio Manager at Delta Trust & Bank, explains how he sees potential tax changes effecting the stock market.

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