What's New at Lakeview

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.


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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Economics & Markets