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LSGI Advisors Inc. 1007 Beaver Creek Drive Duncanville, Texas 75137 Attention: Joseph Dancy
Phone: 972-780-1805 Email: jdancy@lsgifund.com |
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China Becomes Largest Energy Consumer: article
Our June 2010 LSGI Report: article
The Historic MTU Cliff Mine Archeology Project: video & project blog
Investing Strategies of Buffett, Munger & Davis: article
Our May 2010 LSGI Report: article
LSGI Interviewed on the Energy Sector: April 10, Jim Puplava, FSN
Our 2010 ARTW 13G filing: document
“Devastating Oil Crisis” Ahead? Article
Are shale wells economic? article
Midlothian HS Hockey Tourney: Dallas
Finance students obtain LSGI grant: MTU
The S&P 500 has its’ worst decade ever: article
The Green Revolution & Tribute to Dr. Borlaug: article
Three firms in our portfolio with ongoing developments: GEOI Update: article ARTW Update: article
23 books worth reading: reviews
Can an ‘active’ portfolio manager add value? study
MSN Money column highlights LSGI holdings: column
Stimulus plan creates investment opportunities: article
An avalanche of cash is set to slide into the market: article
Energy is a long term global issue: article
We award our 2009 LSGI Finance Scholarship
Our 2009 SEC 13d-102 filing for Art’s Way Mfg.: SEC filing |
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Recent Developments: |
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July 1st marked the tenth anniversary of the LSGI Venture Fund. Since the structure of our investment vehicle is essentially identical to the investment partnerships Warren Buffett and Charlie Munger ran in the 1950’s and 1960’s an interesting academic question arises:
Using the Capital Asset Pricing Model (CAPM) to review the returns of each partnership, which active manager has generated more ‘alpha’ (excess returns over and above that expected by the market) in the first ten years of running their partnership—(1) Warren Buffett and the Buffett Partnerships? (2) Charlie Munger and the Munger Partnership? Or (3) LSGI and the LSGI Venture Partnership? study |
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LSGI Advisors Inc. is a Texas corporation that acts as general partner for the LSGI Technology Venture Fund L.P., a private mutual fund for SEC accredited investors. Using quantitative screens we look for small, profitable, growing, and undervalued firms with an attractive business niche. We are long term investors, seeking maximum capital appreciation for our investors. In our quest for excess returns we attempt to utilize applied financial theory to substantially outperform all the major market indexes over time. The Fund focuses on the most inefficient part of the equity market—the small capitalization sector. Over the last decade our research and analysis have been referenced in articles in Barron’s, Fortune, The Wall Street Journal, Bloomberg News, MSN Money, the Dick Davis Digest, Silicon Investor, the Dallas Morning News and a dozen other U.S. newspapers and magazines. We are a regular guest on Jim Puplava’s FSN broadcasts focusing on the energy sector and have discussed commodity market trends on BBC Radio Scotland. We serve as an advisor to the Michigan Tech Applied Portfolio Management Program, overseeing finance students responsible for managing $1 million of the University’s endowment. We also instruct oil & gas and environmental law programs at Southern Methodist University School of Law in Dallas, Texas. |