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The links posted on this page reference other Web sites that address topics of interest to Lakeview clients and regular readers of Lakeview’s Quarterly Commentaries. Some of these topics are timely to the events in the economy or markets. Other links here will take you to information or organizations that have some other relevance to Lakeview Investment Advisors or its clients.

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Economics & Markets

 

Ariel Mutual Funds

This fund has been used in client portfolios because it fits an important "style box" (small cap value) as defined by Morningstar and has an excellent long-term performance record. The site is informative and easy to navigate.

Meridian Value Fund

The Meridian Value Fund has an excellent long-term record. The Web site discusses their investment philosophy and includes a current press article that is very interesting.

Leuthold Weeden Capital Management Group

The Leuthold Funds site provides another example of interesting commentary by an experienced fund manager, Steve Leuthold. The Leuthold Core Fund uses an active asset allocation strategy and has developed a strong historical record and high Morningstar ratings.

Third Avenue Management

The Third Avenue funds use a disciplined approach to find companies that are “safe and cheap.” The shareholder letters provide unique insights.

   

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This Web site contains links to Web sites operated by parties other than Lakeview Investment Advisors, LLC. Such links are provided for your information and convenience only. Lakeview does not control such Web sites and is not responsible for their contents. Lakeview’s inclusion of links to other Web sites does not imply any endorsement of the material on such Web sites, any association with their operators, or the appropriateness of any of the investment products discussed on those Web sites unless such products are recommended as part of the investment advisory services offered by Lakeview.