Please read the entire Terms and Conditions of Use carefully before you use this website. If you do not agree to all these terms and conditions, do not access this website, or any of its pages. By using this website, and whether or not you actually read these terms and conditions, you are deemed to have accepted them.
Each client or prospective client agrees, as a condition precedent to his/her/its access to Fair Weather Strategies'' web site, to release and hold harmless Fair Weather Strategies., its officers, directory, owners and employees from any and all adverse consequences resulting from and of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Fair Weather Strategies.
Fair Weather Strategies, LLC is a Massachusetts registered investment adviser. Fair Weather Strategies and its affiliates may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise qualified to do so.
The information provided on this Site is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or commodities, or investment advice relating to securities or commodities, or a representation that any security or commodity is a suitable or appropriate investment for any person. You are advised to give independent consideration to, and conduct an independent investigation with regards to, this information and to obtain investment advice from your financial, legal and tax advisors. The use of the information provided herein is at the reader's risk, expressly purports an obligation of due diligence and is strictly intended for informational purposes and should not be construed as a solicitation by Fair Weather Strategies.
Past performance is no guarantee of future performance. Investors should note that the value of the securities mentioned herein may fall as well as rise. It is highly unlikely that the past will repeat itself. Selecting an advisor, fund, or strategy based solely on past returns is a poor investment strategy. Therefore, no current or prospective client should assume that future performance of any specific investment or strategy (including those recommended by Fair Weather Strategies) or product made reference to directly or indirectly by Fair Weather Strategies in its website, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).
There is no guarantee that applying a moving average strategy will either increase your portfolio's return or lower its volatility as compared to any other strategy. Some securities and market environments are particularly unsuitable for trading using a moving average system. A moving average strategy will likely incur higher commissions than a buy and hold strategy and may or may not increase your taxes relative to buying and holding.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results, investment indices and/or categories, unless otherwise specified, may not reflect the deduction of transaction fees, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which have the effect of decreasing historical performance results.
Fair Weather Strategies does not make any representation or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party whether linked to Fair Weather Strategies' web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. The contents of this website are strictly for informational purposes only and do not constitute an offer or solicitation to purchase or sell any of the securities mentioned in this website.
Certain portions of Fair Weather Strategies' website may contain a discussion of and/or provide access to Fair Weather Strategies' (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of the current position(s) and recommendations(s). Any opinions expressed in this site are subject to change without notice and Fair Weather Strategies are under any obligation to update or keep current the information contained herein. No representation is made that any illustration reflects the actual performance of any investor. For a variety of reasons, including taxes, fees, transaction costs, irregular cash flows, and/or short holding periods, individual performance may vary substantially. Moreover, no client or prospective client should assume that any such discussion serves as a receipt of, or a substitute for, personal advice from Fair Weather Strategies or from any other investment professional. Fair Weather Strategies is not an attorney or an accountant, and no portion of the website content should be interpreted as legal or tax advice.
YOU should do your own research and make your own investigation before making ANY financial decision.
No warranty or guarantee is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within our websites, and under no circumstances will the author or service provider be liable for any loss including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information, or as a result of the risks inherent in the stock market.
Hyperlinks to other websites are not an endorsement, approval or certification of information, projections or opinions located at such websites.
Fair Weather Strategies is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of the Site. Except as may otherwise be required by law, we will disclose any such information to service providers of Fair Weather Strategies (to the extent permitted by law) and to third parties only to the extent necessary or appropriate for the effective management and administration of Fair Weather Strategies' operations, the Site, or our investment funds.
Transmissions made to Fair Weather Strategies on the Internet are not secure, and therefore confidentiality of any information cannot be assured. Fair Weather Strategies cannot accept any responsibility for damages suffered from the transmission of confidential or sensitive information on the Internet.
While care has been taken to ensure the accuracy of information when it is posted on this Web site, Fair Weather Strategies does not warrant the accuracy or completeness of information contained in these pages or that it will be current at all times.
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This Web site has been developed by and is the property of Fair Weather Strategies, LLC. All information found in the pages of this Website is protected under the copyright laws of the United States of America and other countries. Unless otherwise specified, no person has permission to copy, redistribute, reproduce or republish in any form any information found on the pages in this Web site. This includes electronically reproducing by "uploading" or "downloading" or accessing onto the Internet or any other local or international computer system. Any infringement of Fair Weather Strategies' rights will result in appropriate legal action.
Why Fair Weather Strategies and What Is It?
Several studies have shown that stocks that have done well in recent months are likely to outperform other stocks over the following several months. Fair Weather Strategies' actively managed portfolios seek to exploit this market inefficiency. The firm's momentum strategies tend, in general, to keep the investor holding securities that have high "relative strength" as compared to other securities.
Tom Hancock, of investment firm Grantham, Mayo, Van Otterloo & Co. outlines in his whitepaper entitled "Momentum – A contrarian case for following the herd" how, from 1927 to 2009, the basket of US stocks formed by taking the best performing quartile of stocks over the prior 12 months, continued to outperform by an annualized rate of more than 3% over the next twelve months.
*This information applies to the firm's actively managed portfolio's only and not to the firm's passive portfolios.
Past performance is no indicator of future return. There is no guarantee that applying a momentum strategy will either increase your portfolio's return or lower its volatility as compared to any other strategy. Some securities and market environments are particularly unsuitable for trading using a momentum strategy. Active investing will likely incur higher commissions than a buy and hold strategy and may or may not increase your taxes relative to buying and holding.
© 2019 Fair Weather Investing. All rights reserved. Fair Weather Strategies, LLC Is a registered investment advisor in the Commonwealth of Massachusetts.