Thought leadership – we publish a new article every week
Week 30: Buybacks Over Dividends, AlphaFold Breakthrough and The First 3D Printed Bridge
Jul 28, 2021 - Max Osbon ( 6 mins to read)
Briefing: This week, three topics caught our attention. Equity yields are higher than reported. The S&P 500 dividend yield is approximately 1.25%, but when you include buybacks the yield is closer to 2.25%. Investors may not appreciate how the buyback yield is positively impacting them from both a tax and income perspective. AI is contributing to real scientific breakthroughs. AlphaFold is AI's...
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Week 29: Interest Rates, Venture Capital and High Yield Debt
Jul 21, 2021 - Max Osbon ( 8 mins to read)
Briefing: Following many decades of incredible success, venture capital investing is aggressively funding the next wave of innovative disrupters. The high yield rate, the rate that investors earn from buying "junk" rated companies, is the lowest it's been since 2007, which signifies very low bankruptcy risk. Where should future interest rates settle now that the 10 year treasury rate is back do...
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Week 28: The All Electric Future & Battery Technology
Jul 14, 2021 - Max Osbon ( 5 mins to read)
GM recently announced strategic plans to convert its entire product line into electric vehicles by 2035. For context, GM sold 6.8m new vehicles last year out of 78.5m total, making them one of the largest vehicle manufacturers in the world. It's a bold, but necessary move to create a sustainable and environmentally aware future. Given our increasingly electrified world, battery technology will ...
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Osbon Capital Management is a family office and independent wealth management firm located in Boston. We provide comprehensive investment services to wealthy families and entrepreneurs. With no products to sell or shareholders to satisfy, we have candid, unbiased, thoughtful partnerships with our clients. We’ve worked hard to create an investor experience united by a shared purpose and shared values.
-Max Osbon
"Technology is both the problem and the solution. The problem is tech continues to be enormously disruptive. The solution and the antidote is to participate in that disruption by owning a piece of the future."
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"Even though fiduciary rules are now widely known in investment management, very few families apply them consistently. Osbon Capital was founded according to the fiduciary rule, to put client interests ahead of the sales motivations of the investment industry"
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"Having worked at many wealth management firms, too often I see professionals firmly rooted in the status quo. Managers who adapt and pivot will out-think, out-strategize and out-execute their peers in any market environment."
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"It's always a good time to invest in the future. As long as you watch out for value traps and over-promised business models, progress and innovation are a formidable force of nature."
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"We expect this bifurcated recovery to continue. One curious result from this episode is that the business cycle of boom and bust may finally be gone, thanks to the Fed."
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