Cabot's 2010 Year In Review

Post on 28-May-2015

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This is an overview of Cabot Money Management's Year-in-Review presentation given by portfolio manager, Les Satlow, at our Annual Investment Conference and Luncheon on Friday, September 24, 2010. (Salem, MA) These seminars are for discussion purposes only. It is not an offer to buy or sell individual securities or investments. Investors should consider their own individual investment objectives, risks, charges and expenses of their portfolio carefully before investing. Investments are not FDIC insured and may lose or fluctuate in value. Please request our Form ADV Part II for complete disclosures.

Transcript of Cabot's 2010 Year In Review

CABOT’S 21ST ANNUAL INVESTMENT

CONFERENCE & LUNCHEON

Friday, September 24, 2010

CABOT’S YEAR IN REVIEW

Presented by: Les Satlow, CFA, Portfolio Manager

Fat Finger?

The 10-Year Treasury has

dropped from almost

4.0% to 2.5% in five

months.

In “normal” times (i.e. 2006), equity

inflows would be much stronger.

Fu

nd

Flo

ws

in $

mln

Dividends = 10-Year Treasury Yield