David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141

Monthly Digest – May 2011

May 15th, 2011

Our digest this month raises two policy debates, one of broad economic significance and one related to particular investment themes we’ve explored.  The first, the 800-pound gorilla, is the ongoing debate over how to reduce the federal deficit.  The other–the plight of the for-profit, post-secondary education industry–directly impacts several investment choices we’ve made in Bristlecone’s Large Cap Value portfolio. Though they can be foreboding to read, we suggest you at least take a moment to look through some of the charts and graphics.

Read the Full Digest

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