November 24, 2016

Elliot Trexler , Global Return Asset Management, LLC

President & CIO

Trump and The Fed: A Power Struggle Begins

The independence of the Federal Reserve is considered a cornerstone of its identity, crucial for keeping monetary policy decisions free of electoral politics. Is this about to change?

This engaging two-part event begins with an interview of author and Wharton Professor Peter Conti-Brown, which will be followed by an all-start panel discussion featuring Joseph Kalish and Rajiv Sobti. Following the program will be a reception networking event. For more information or to register, please visit: http://bit.ly/FedRerv

More from Elliot Trexler

Elliot Trexler, Global Return Asset Management, LLC

2020 Full Year Results

2020 Full Year Results

Jan 12, 2021

Elliot Trexler, Global Return Asset Management, LLC

Part 2: Causes of a Recession

Recessions are feared by every investors. But what causes them and can avoiding these causes improve our performance results? Part 2: Causes of a Recession, available below, answers these questions. http://bitly.com/RecessionsPart2 If you missed Part ...

Nov 19, 2019

Elliot Trexler, Global Return Asset Management, LLC

Part One: Look Past the Yield Curves

Like boarding up the windows of your beachfront home because there’s a storm on the horizon, we’ve been strategically positioning our portfolio to minimize risks and capitalize on opportunities that could develop from a recession. And we’ve created ...

Oct 02, 2019

Elliot Trexler, Global Return Asset Management, LLC

August 2019 Results

Dear Friends and Partners, In August we generated a net return of 3.3%, bringing our year-to-date net return to 33%.(1) We ended the month with 21% of assets in Cash and a net market exposure of negative 38%. You can view our August Fact Sheet below. ...

Sep 11, 2019

Elliot Trexler, Global Return Asset Management, LLC

April 2019 Results

In April we generated a net return of 2.04%. We ended the month with 24% of assets in cash and had a net market exposure of -42%. Year-to-date our portfolio has gained 21.8%, net.

May 14, 2019

Elliot Trexler, Global Return Asset Management, LLC

Is it an Asset? Or is it a Liability?

Public companies must now start listing leased properties on their Balance Sheet - as both an asset and a liability. You've probably heard this change was happening, but what are the implications and how should investors respond? My latest article in ...

Jan 23, 2019

Elliot Trexler, Global Return Asset Management, LLC

Cryptos: Where's Your Return?

Cryptos are all the rage. But can you really make money with them? Read my latest in Forbes where I answer this question.

Jul 09, 2018

Elliot Trexler, Global Return Asset Management, LLC

Q&A on Risk and Return

Here's a Q&A I did with Calcbench on how I approach risk management and investing. In short, I've taken Wall Street's approach to risk and investing and flipped their entire concept upside down - and it's worked very well for me and our clients.

Jun 13, 2018

Elliot Trexler, Global Return Asset Management, LLC

Where are Your Returns Coming From?

On day's like today when markets are volatile and losses seem inevitable, I like spending a few minutes reviewing the basics of investing. You can see my full article in Forbes here, Where are Your Returns Coming From ? And my answer might surprise ...

May 29, 2018

Elliot Trexler, Global Return Asset Management, LLC

2017 Year in Review Results

In 2017, Global Return generated a net return of 17.2%. We ended the year with 30% of assets in Cash and a net market exposure of 30%. 2017 also marks Global Return's 5-Year Anniversary, so I use the opportunity to layout what differentiates us - ...

Feb 12, 2018

Elliot Trexler, Global Return Asset Management, LLC

Increase Your Returns by Reducing Your Risk

I’ve never seen a line-item for "Risk" listed on a company’s financial statements. Would investors ever lose money if investing was this easy? Investors who want to achieve superior returns without commensurate risk must look beyond a company’s ...

Jan 08, 2018

Elliot Trexler, Global Return Asset Management, LLC

Goldman's Top 10 Short List

The only time I read healdine news is when I'm not working on a holiday, and today re-confirms why. CNBC just published this article listing Goldman Sach's Top 10 Most Shorted Stocks. I'm long one of these stocks and up 96%. Do you believe standing ...

Nov 24, 2017

Elliot Trexler, Global Return Asset Management, LLC

Surviving an Efficient Market

Looking forward to participating in this fascinating presentation and panel discussion on active management at Columbia Business School. For additional information or to register, please visit http://bit.ly/CBSAuthors

Nov 06, 2017

Elliot Trexler, Global Return Asset Management, LLC

Valuations in a Risk-free World

Where else can you hear from a GMO portfolio manager, the Chief US Equity Strategist from Credit Suisse and the Chief Market Strategist of AllianceBernstein; and have breakfast and lunch provided; and be back to your office by 1:00 P.M.? You won't ...

Sep 18, 2017

Elliot Trexler, Global Return Asset Management, LLC

Valuations in a Risk-Free World

Interested in hearing how investment industry leaders are thinking about valuations across equities and fixed income? Join us September 25th to hear from leading Portfolio Managers and CIO's from GMO, Credit Suisse, AllianceBernstein and many others. ...

Sep 07, 2017

Elliot Trexler, Global Return Asset Management, LLC

Upcoming Author Series Event

The Keys to Success = Effective Communication! Our upcoming Author Series discusses just that. For more information and to register, please visist: http://bit.ly/2vkm6UV

Aug 30, 2017

Elliot Trexler, Global Return Asset Management, LLC

Global Return Stands Out

Opalesque recognized Global Return for it's for its "notable" returns despite a rough market. The article appeared in the Alternative Market Briefing section last week.

Jul 31, 2017

Elliot Trexler, Global Return Asset Management, LLC

Where Are Your Returns Coming From?

The endless quest for returns has many portfolio manager's looking in the wrong places. See my latest article in Forbes , where I trace the sources of return back to their origin. You might be surprised by what you find.

Jul 27, 2017

Elliot Trexler, Global Return Asset Management, LLC

Q2 2017 & YTD Results

2017 continues to be a strong year for Global Return and we're excited about the second half of the year. In our latest quarterly review, I discuss the components of a stock's return and then provide two examples of how I analyze prospective ...

Jul 25, 2017

Elliot Trexler, Global Return Asset Management, LLC

20 Industry-leading Value Investors with over $100B in AUM

Join us on June 20th for our annual Ben Graham Value Conference to hear from 20 industry-leading managers discuss their best ideas, risk management practices and investing strategies. Registration is filling-up quickly! For more information or to ...

Jun 09, 2017

Elliot Trexler, Global Return Asset Management, LLC

Over 20 Presenters with Over $100B in AUM

Join us on June 20th for an all day Value Investing Conference you won't want to miss! In conjunction with the Gabelli School of Business at Fordham University, we've brought together industry leading value investors who collectively manage over $100 ...

Jun 05, 2017

Elliot Trexler, Global Return Asset Management, LLC

Corporate Valuations

Major corporate decisions and investment analysis are based on corporate financial statements. But what happens if these statements are built with faulty data that fails to show the true value of a company? Join us for a lively conversation with ...

May 31, 2017

Elliot Trexler, Global Return Asset Management, LLC

Additional Speaker Added

In our June 1st Author Series event we'll be hosting legendary NYU Professor Baruch Lev to discuss his newest book, "The End of Accounting and the Path Forward for Investors and Managers." We're excited to share that we've added another presenter. ...

May 25, 2017

Elliot Trexler, Global Return Asset Management, LLC

Do you trust a company's financial statements?

In our upcoming Author Series, we'll hear from legendary NYU Professor Baruch Lev who will be discussing his book, "The End of Accounting and the Path Forward for Investors and Managers." Based on comprehensive empirical analysis, the book details ...

May 18, 2017

Elliot Trexler, Global Return Asset Management, LLC

It's the End of Accounting

Even the newest Analysts on the job knows that U.S. GAAP is (generally) worthless when trying to value a business. What then should an Analyst do? Join us on June 1st to discuss just that topic! We'll hear from legendary NYU Professor Baruch Lev who ...

May 04, 2017

Non-US Equity Markets in July: A Closer Look at Shifting Regional Dynamics

Sponsored By Diamond Hill

Global markets showed a mixed picture in July. From Taiwan's tech-led strength to Europe's patchy performance and Latin America's headwinds, our commentary explores the shifting dynamics shaping non-US equities. (3 min read)

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