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We ask our clients and potential clients to sign a non-disclosure agreement. Why? The real products we offer are our ideas and advisory innovations--like the Level Playing Field®. These ideas lose their value if they are too widely distributed. The non-disclosure agreement is a means to protect these proprietary interests, and also to create the opportunity for out-performance by our clients. The success of any outperforming methodology is ultimately constrained by size. We like to keep the “good ideas” that we believe deliver outperformance “in the family.” After all, if a good idea is based on scarcity or mis-pricing, then once that good idea is widely disseminated, it will no longer be a good idea because the basis for the opportunity has evaporated. In our world, you can't outperform the average bank or insurance company portfolio if they all use the same strategy!
"It's hard to be smarter than your stupidest competitor in a commodities market." This is a great quote by Warren Buffet. The truth is, most out-performance is found within securities where our team's superior knowledge or analytical skills are crucial inputs-we often provide key insights and understanding of the market that others don't. Bottom line: we're selfish. We want  Bond Math University® attendees and our clients to outperform others that don't use our service. The easiest way to lose outperforming opportunities is for the strategy you undertake to become "popular" with non-client institutional investors or bond salesmen on Wall Street.
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© 2008 All rights reserved.
Performance Trust Capital Partners, LLC
500 W. Madison, Ste. 350, Chicago, IL 60661
phone 312.521.1000 fax 312.521.1001
Member SIPC and FINRA
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The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.
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