Reagan Silber

CommonWealth Opportunity Capital Outlook: Reagan Silber

In a recent newsletter, the CommonWealth Opportunity Capital, where Reagan Silber is the co-founder and president, reported on their dialed down risk and other issues.  They explain that they plan to continue to avoid being part of risky markets when they don’t perceive the risk/reward ratios to lean in their favor.

As they explain, “We have little conviction about equities generally, believing the risk/reward to be poor both on the long and short sides. Although we have little purely directional equity market exposure at present, we do expect that large cap US equities with historically high implied earnings yield are inexpensive on a relative and possibly absolute basis.”

They report that they are proud to be included in the HFRI Macro (Total) Index and they are pleased by the steady growth of the company.