Tom Brakke, CFA

3 Posts

Tom Brakke, CFA, helps investment firms and the buyers of their services to improve decision processes and effectively communicate their ideas internally and externally. At times during his career, Tom has been an analyst, portfolio manager, director of research, creator of investment products, professor, and consultant (including for the Global Research Analyst Settlement). Brakker writes extensively about the business on his blog about the research puzzle and his newsletter, The Prudent Fiduciary Digest.

5 November 2012

Cash as Trash, Cash as King, and Cash as a Weapon

By Tom Brakke, CFA

“Cash is trash” goes the saying in the market these days. Cash in a bank account yields virtually nothing, and near-cash investment vehicles like money market funds and certificates of deposit offer the prospect of paltry returns. No wonder investors … Read more

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25 September 2012

The Providers of Investment Advice; What Kind of Adviser do You Have?

By Tom Brakke, CFA

There are few people, whether individual investors or professionals in the field, who make investment decisions entirely on their own. Those working in the investment business have a wide variety of resources that they can tap. In today’s world of … Read more

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6 August 2012

Show Me How

By Tom Brakke, CFA

Following his keynote speech at the 65th CFA Institute Annual Conference in May, James Montier was asked about the models that he uses to analyze investment opportunities. He described them as “valuation-based models that simply split returns down into their … Read more

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