Centerfin Collective
Our goal is to empower our clients by de-mystifying what are often complicated concepts in finance and investing. Sign up to our newsletter to get our Weekly Commentary and occasional Perspectives.
Perspectives
Quarterly Commentary - Q4 2022
We believe 2022 was an inflection point marking a change to a new market regime. Gone are the days of growth at all costs without consideration to profit, 100x revenue valuations for SaaS businesses, meme stocks, and multi-million dollar beach properties…in the metaverse.
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Our thoughts on early 2022 market volatility
The markets had one of the roughest starts to the year in recent history. We provide our perspective and what we are doing about it.
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Inflation
The current narrative around inflation is that it is transitory, however we discuss what if it is not and what we are doing about it.
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Investing in a Low-interest-rate Environment
Since the global financial crisis in 2008 we have been living in a relatively low-interest rate environment. We discuss why traditional investment approaches do not work in this environment and how we are positioned.
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Our point of view on the active versus passive debate.
We don't believe that passive investing is the holy grail many make it out to be. We have experienced high quality active investment and we discuss our views on the topic.
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Why we founded Centerfin
We founded Centerfin because in our decades of working on Wall Street we never had any good investment options to refer to our friends and family.
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