In this podcast episode, Richard Wertheimer and Clint Dodson discuss various topics, including market performance, investment strategy, and personal updates.
They mention that September tends to be a weaker month for markets historically and discuss their approach to managing portfolios during this period. They highlight the importance of being cautious and prepared for potential market fluctuations.
Additionally, they touch on topics like inflation, geopolitical considerations, and the significance of tactical pauses in decision-making. The hosts also share personal updates, such as travel plans and hobbies like reading and exploring new interests. They conclude by discussing the recent tragedy in Maui and emphasize the importance of helping those affected.
Please consider donating to the Red Cross earmarked for Maui. [Link here]. They’re committed to spending it all and setting up long-term operations for ongoing recovery. Additionally, Maui Humane Society is helping animals, providing medical assistance and shelter. [Link to donate here]
Our hearts go out to Maui as it faces the aftermath of the recent fires. In these trying times, we’re taking action. To kick-start our support, we donated to the Hawaii Community Foundation. Additionally, we plan to volunteer for cleanup efforts in the coming weeks.
If you know of any local organizations, relief efforts, or initiatives assisting with the Maui fire recovery, please do not hesitate to share the information with us. Together, we can make a difference and provide support where needed most.
If you or your network can contribute through donations, volunteering, or resources, let’s rally together. Please share your thoughts and plans with us. Together, we can help Maui rebuild and recover.
Listen in as Richard Wertheimer, Portfolio Manager at Fort Street Asset Management, explains our investment style and how it is different from traditional investment managers and financial advisors.
In July’s episode, Richard Wertheimer and Clint Dodson of Fort Street Asset Management engage in a lively discussion about their investment insights and market observations. Reflecting on recent market performance, they share that July has been favorable for the fund, recording a 2.97% increase in line with the S&P and ahead of the 60-40 portfolio.
They discuss the factors that contributed to this positive outcome, noting the resurgence of energy-related stocks and certain industrial positions. They emphasize that their investment strategy is centered on both top-down and bottom-up approaches, targeting specific sectors like energy transition, defense spending, and technology trends such as artificial intelligence and cybersecurity. Richard and Clint also address China’s situation, acknowledging the challenges and potential opportunities amidst changing leadership dynamics.
The conversation covers a range of topics, from market conditions and portfolio adjustments to geopolitical risks and global economic trends. They discuss how they approach balancing risk and opportunity in a changing market regime characterized by higher rates and inflation. Additionally, they talk about their experiences while traveling and meeting with clients, sharing insights from various conversations. The episode closes with a discussion on their reading interests, touching on topics like breathing techniques, history, and language learning.
Throughout the podcast, Richard and Clint offer candid insights into their investment approach, market perspectives, and the dynamics shaping the financial landscape.
About: Fort Street Asset Management is an investment fund manager based in Honolulu. The firm, founded by Richard Wertheimer and Clint Dodson in 2019, actively manages a multi-strategy fund for like-minded investors. For more information on Fort Street, please visit: www.fortstreetam.com
(Honolulu, HI) – Fort Street Asset Management is delighted to announce the appointment of Brenna Hardman as the new Executive Director of Marketing and Investor Relations. With a distinguished career history in capital introduction and marketing, Brenna brings a wealth of expertise and enthusiasm to the firm’s leadership team.
“I am thrilled to join Fort Street Asset Management as Executive Director of Marketing and Investor Relations,” said Brenna Hardman. “The alignment of our investment philosophies and shared vision for success convinced me that this was the perfect fit for my career aspirations.”
Brenna’s professional journey began after graduating from the Finance Honors Program at DePaul University, where she gained a comprehensive understanding of financial markets and investment strategies. Her early career included six years of experience on the derivatives trading floors at the CBOE and CME Group in Chicago, where she honed her expertise in global derivatives trading and its institutional participants.
In 2011, Brenna took on the role of Director of Marketing for the largest bank in the Netherlands, where she successfully directed event marketing, media relations, capital introduction, market access, and partnership activations in Chicago. Her commitment to excellence and passion for navigating complex financial instruments soon led her to found Buy Side Design, a progressive marketing studio dedicated to serving the financial industry. Brenna’s financial qualifications include past NFA & FINRA Registrations, including Series 3, 4, 7, 24, 56, and 63. In 2010, she passed the Hong Kong Securities Futures Commission Papers 1, 2, and 3 in Hong Kong, showcasing her commitment to professional excellence and regulatory compliance.
“Having Brenna Hardman on board as our Executive Director of Marketing and Investor Relations is a significant milestone for Fort Street Asset Management,” said Clint Dodson, COO. “Her expertise and passion will undoubtedly elevate our firm’s outreach efforts and help us forge strong partnerships with investors who share our values.”
Fort Street Asset Management is actively engaged in fundraising efforts, seeking to connect with potential investors who align with their investment philosophy and long-term vision. Brenna will play a key role in driving this initiative and expanding the firm’s network within the investment community.
“I look forward to contributing to Fort Street’s success not only in Hawaii but also on an international scale,” Brenna continued. “I am genuinely grateful for this opportunity and excited to make a positive impact in the world of finance together with the Fort Street team.”
For inquiries regarding investment opportunities or to connect with Fort Street Asset Management, please contact Brenna Hardman directly at bhardman@fortstreetam.com.
About Fort Street Asset Management:
Fort Street Asset Management is a premier investment firm dedicated to delivering exceptional results through a comprehensive and adaptive approach to investment management. With a focus on preserving capital and achieving long-term growth, Fort Street serves clients globally, providing strategic solutions tailored to meet their unique financial objectives.
