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CATEGORY: Trust
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 [...]

Jun 24, 2013: In Case You Missed It…Estate Planning: The Good, The Bad & The Ugly

Don’t worry if you missed our recent Women’s Advisory Council event, Estate Planning: The Good, The Bad & The Ugly, because you can still check out Dee Davenport’s presentation here. If you are interested in learning more about our women’s programs you can sign up here to receive our e-newsletter that always includes information about all [...]

May 9, 2013: Delta Trust & UALR Students Attend Buffett’s BRK Meeting

Every year Delta Trust, along with three of UALR’s brightest economic or finance students, heads north to hear the Oracle of Omaha, Mr. Warren Buffett. This trip is part of an independent study program that teaches the investment philosophy of Warren Buffett, analyzes the history and success of Berkshire Hathaway and ultimately concludes with a trip [...]

: 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 [...]

Nov 30, 2012: A Rogue Trustee | Delta Trust Case Study

Delta Trust feels case studies are a great way to illustrate how we have been able to assist families and individuals with real life problems. All case studies are based on true client relationships and experiences. Names have been changed to enact client privacy. Why would someone choose a professional trust department rather than an individual [...]

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.

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