In this month’s newsletter we cover online prices and international value stocks
We hope this message finds you well and enjoying the start of summer! Should you have any questions about the markets or your personalized plan of action, we invite you to connect with our team.
Best Regards, The Barry Team
Best of the Blog
What this iconic satire can teach us about market speculation
From the 1929 Marx Brothers film “Cocoanuts”, this iconic auction scene is a satirical take on the...
This chart compares the price of international value relative to growth stocks. As global value investors, we will be watching this metric closely in the coming months and years.
Employee Highlight
Lauren Lennahan
Lauren's motto? Less talking, more doing. You can always count on Lauren to maintain the focus, the motivation and the drive to get a project over the finish line - whether it is in the office or at home! Most recently, Lauren decided on a Friday that she was going to sand and re-paint all of the cabinets in her kitchen and she was done with the project by Sunday! Pretty impressive!
Lauren has been with the firm for seven years and has worn multiple hats since she started. Currently, she heads up the firm's marketing initiatives, leading the efforts on organizing events, creating marketing materials and updating our website. Additionally, Lauren is responsible for creating and delivering all of the review reports to our clients. Most of you have probably spoken with Lauren, as she also schedules all of our client review meetings.
Lauren's initiative and willingness to help with any projects that come up is appreciated by the entire team. Thanks for all that you do, Lauren!
Investing Wisdom
“The stock market is like a marriage. It’s not for the faint of heart, but when it works, it’s beautiful.” - Peter Lynch
The Lighter Side of Investing
Barry Team Happenings
This month, we thought we would do something a little different and share with you some of the fun things that our team did outside of work and the office!
Whitney and her daughter, Avery, celebrated Avery's 16th birthday in NYC! The weekend was filled with visiting many of the "classic" sites, eating plenty of good food, doing a lot of walking, navigating the subway and the highlight? Going to see Hamilton! What a great show!
We had a special visitor in the office a couple of weeks ago! Beth's 14-month-old son, Ben, came to visit and was the highlight of everyone's day. He had a great time exploring the office, talking to all of us, and doing his best to start walking (which he promptly did a few days later)! Thanks for bringing him by, Beth!
Liz's son, Brayden, had his opening day for his Baseball Farm League! He had a great time and has decided that his favorite position is the catcher! His sister, Kendal, loved watching her big brother from the sidelines!
Lauren took a few days off to spend time with her kids, Will and Maggie, during their spring break. During one of the warm, summer-like days, they went to Wicked Tulip Farm in Exeter, RI. A must-see in April/early May, if you haven't already!
Last, but not least, Julia and Whitney celebrated their birthdays in May and Lauren celebrated her 7-year anniversary at the firm!
Barry Investment Advisors (“BIA”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. BIA and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which BIA maintains clients. BIA may only transact business in those states is which it is registered/notice filed or qualifies for an exemption or exclusion from registration/notice filing requirements. Any subsequent, direct communication by BIA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BIA, please contact BIA or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov).
Investments involve risk and are not guaranteed. This web site and any information contained on the web site are not intended to provide investment, tax, or legal advice.