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Janiczek community members recently enjoyed an evening of sushi rolling at Izakaya Den in Denver. Chef and Owner Yasu Kizaki taught twenty clients and employees about the history, types, and methods of rolling sushi.

“Everyone enjoyed meeting each other and we learned some fascinating things from a master of his craft,” said Brady Siegrist, partner. “It was a rather unique cultural experience.”

Janiczek community event with Brady Siegrist and Yasu Kizaki

Brady Siegrist presents his sushi creation to Chef Yasu Kizaki

Janiczek Events

This year, the Janiczek team resolved to nurture personal and professional connections between community members.

“Many of our clients reside in the greater Denver area,” said Siegrist. “Our team plans to present future opportunities for clients to get to know one another. One of our goals is to explore topics and activities that seek to enhance life and living in some way.”

Janiczek Community

Whether discussing investments, longevity, or sushi, the benefits of connecting Janiczek community members can be powerful. Future events are in the planning stages, so if you are interested in learning more about the growing Janiczek community, let us know!

Books, Reading and Knowledge

“I read and read and read. I probably read 5 to 6 hours per day. I read five daily newspapers, I read a fair number of magazines, I read 10k’s, I read annual reports, and I read a lot of other things too. I’ve always enjoyed reading. That’s how knowledge works. It builds up, like compound interest.”
– Warren Buffett

In other words, reading opens one’s mind to bigger and better things. Another voracious reader, Bill Gates, recently shared his picks for some good summer reading. And who wouldn’t be interested in reading what a brilliant thinker like Gates found illuminating?

Of course, the Janiczek community isn’t short on good book recommendations either. In December, our team offered up some of our favorite books of the year, and our client community responded with some great picks of their own. (One client recommendation made the current Bill Gates list … great minds think alike, right?!)

So, as you begin your summer reading, whether to learn or to simply escape, we gladly share a few of our picks. Personally, I’ll be reading one of Bill Gates’ picks, Origin Story: A Big History of Everything by David Christian.

If you have book recommendations, by all means, let me know!

Book Recommendations from the Janiczek Team

One asset class has rebounded to new all-time highs — U.S. small cap stocks.
Comparison of S&P 500, Russell 2000, Emerging Markets and Int'l Developed Indices

After a bullish 2017 and hopes of a continued global equity melt up, 2018 has instead reintroduced market volatility. Despite global market volatility, U.S. small cap stocks have rebounded to new all-time highs.

Factors influencing the success of U.S. small cap stocks

So what factors has caused this success versus larger capitalization stocks?

I’m not sure Yogi Berra is big source of investment knowledge for most investors. But, that doesn’t mean his words of wisdom, “déjà vu all over again,” don’t apply.

Today’s Wall Street Journal included an article titled, “Value Investors Face Existential Crisis After Long Market Rally.” It discussed the “rut” that value investing has experienced since 2009.  No arguments there. Value stocks are down about 1% year-to-date while growth stocks are up nearly 8%.  The tech-heavy NASDAQ Composite Index, which holds many of the favorite tech names among growth investors, is at its all-time high.

A Familiar Scenario

But as I sipped my morning coffee and read further, I didn’t ask myself how we should change our current value approach (for the portion of our portfolios dedicated to value investing) to match the current environment.  Instead, I found myself thinking about earlier in my career, the late 1990s.  Tech ruled the day from 1995 through 1999, and value investors lagged back then too.


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