Boyar’s Updated Thoughts on the Recent Stock Market Volatility
Date: June 17, 2022
Below is a letter we sent to Boyar Asset Management clients on 06/17/2022. On May 6, we wrote you to share our thoughts on the recent stock market volatility, noting that the selloff was likely driven by many different investor concerns: inflation, interest rates, the war in Ukraine, supply chain disruptions, and an economic […]
Jonathan Boyar on The Virtual Value Investing Q&A Speaker Series at Brown University
Date: June 09, 2022
In a recent edition of The Virtual Value Investing Q&A Speaker Series at Brown University (where previous guests have included Howard Marks, Wally Weitz, and Arnold Van Den Berg) Jonathan Boyar discuses: Our stock selection method(s) Two of Boyar Asset Management’s largest positions: Home Depot and Microsoft and the importance of holding stocks for long […]
Interview With Jonathan Boyar at the London Value Conference 2022
Date: June 01, 2022
Jonathan Boyar and our partner MAPFRE Asset Management presented on May 19th at the London Value Investor Conference alongside other speakers such as Sir Christopher Hohn and Joel Greenblatt.
Boyar’s thoughts on the Recent Stock Market Volatility
Date: May 06, 2022
After the stock market (as measured by the S&P 500) dropped by 3.55% yesterday, bringing the decline to nearly 13% in 2022 (and almost 17% for small-capitalization stocks), we wanted to reach out to you. Losing money is an awful experience and losing money for clients who have entrusted you with their hard-earned savings is even worse. However, there is a significant difference between a temporary loss on paper and a permanent loss of capital.