Company News

NEW WHITE PAPERS RELEASED

Middle Class Expansion of the Emerging MarketsDownload PDF

At Cabot Money Management, we have long discussed the growth and investment opportunities in the Emerging Markets. Specifically, we have often pointed to Brazil, Russia, India, and China - know as the "BRIC" countries (using their initials) - as these are the largest players in the broader emerging markets.

The Secret Sauce - Characteristics of Successful InvestorsDownload PDF
Wayne Gretzky said he was successful because he would "skate to where the puck is going, not where it has been." This influential advice was taken from his father at an early age. For those of you not hockey fans, Gretzky was nicknamed "The Great One" as he became the all-time leading goal scorer in the National Hockey League.

The Changing Landscape of Vehicle Technologies Download PDF
About two years ago, we published a report on the emerging hybrid/electric vehicle market, and the opportunities that could lie ahead.  Interestingly, oil prices had just returned from their 2008 trip to $147 per barrel, and fell all the way to the $40 level. Oil prices, and the corresponding impact on gasoline prices, clearly have an impact on consumer buying behavior - notably, whether they purchase hybrid/electric vehicles or continue to buy those big, gas-guzzling SUVs.

Read these and many of our other white papers written by our portfolio management team beneath our Investment Management section.

CABOT'S QUARTERLY REVIEW 3Q11

We've posted our latest Cabot Quarterly Review newsletter. Topics include: 

• A Retirement Savings Vehicle for Small Business Owners
  
• The Psychology of Fear and Investing
• The Secret Sauce: Characteristics of Successful Investors
• Middle Class Expansion of the Emerging Market
• The Changing Landscape of Vehicle Technologies
• Cabot's 22nd Annual Investment Conference & Luncheon
  
• Getting to Know the Cabot Team

Click here to read this quarter's newsletter.

Cabot Welcomes Craig Goryl to Portfolio Management Team

Craig Goryl is responsible for preparing analysis reports about the current market, investment opportunities, as well as assisting in the management of Cabot's equity portfolios. Before joining Cabot, Craig worked for Gerson Lehrman Group as a senior research manager. He has also worked at Putnam Investment Management, LLC as an equity analyst. Craig graduated from Cornell University with a Bachelor of Arts in Economics and has been a CFA charterholder since 2004.

Craig brings a high level of expertise in media, telecom and global equity research. His past experience in research management in addition to his dedication to superior client service makes him a tremendous asset to the Cabot Money Management team.

Cabot's Welcomes Richard Morrell as Marketing Manager

Richard Morrell is responsible for enhancing Cabot's marketing resources with a focus on the firm's client-centric approach. Before joining Cabot, Richard served as marketing communications manager at Hospice of the North Shore and Greater Boston, where he was responsible for managing the organization's online marketing and public relations efforts. Prior to this, Richard was employed as a Brand Manager of Samuel Cabot Inc., a Valspar Company and helped Cabot develop a successful growth strategy. Richard graduated from Gordon College in Wenham with a Bachelor of Arts in Business Administration and a Minor in Visual Arts.

THANK YOU FOR ATTENDING OUR CONFERENCE!

On behalf of the Cabot team, we would like to personally thank our clients and guests for joining us at this year's conference here in Salem. We enjoyed spending more time with old friends and becoming acquainted with new ones.

For those who were unable to join us, the event had a fantastic turnout with more than 150 clients and guests present. Attendees enjoyed spending the day with the Cabot team, having the chance to have their questions and concerns addressed by members of our team, and hearing our thoughts on how we plan to overcome the present challenges that all individuals face during these difficult times.