Raphael Martorello

About Raphael Martorello

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So far Raphael Martorello has created 78 blog entries.

Lotus Club: Private Investment Update Q4-2018

  Despite 2018's market volatility, LotusGroup private investments have continued to deliver consistent cash flows and returns for our growing group of clientele. Q4 Highlights: Continued consistent cash flows and payouts amidst market volatility The successful early exit of our recommended infrastructure>easement funds, which generated 16%+ annualized IRRs for our client base. The launch of [...]

By |2018-11-30T15:16:34+00:00November 30th, 2018|Investment Strategy, Lotus Club, Private Investments|

1st Ever “LGA Talk” – Recap and Video Link

Event Recap Dear Clients, Family, and Our Wider LGA Community On May 23, 2018 we hosted our first ever LGA Talk, featuring Michael Kubena as the guest speaker. We began by kicking off the LGA Talk Series with an explanation of the mission behind these conversations, helping to jolt people into new thinking, to encourage [...]

By |2018-07-12T17:30:56+00:00June 12th, 2018|LGA Talk|

Lotus Club: Private Investment Update Q4-2017

      Lotus Club continues to grow as 2017 comes to an end, with some very exciting updates below! During Q4, clients invested $9.1M of additional capital and we sourced two new opportunities: Litigation Financing, paying an 8% pref and targeting a 16%+ per year long-term return Institutional mid-market real estate lending, yielding 6-8% [...]

By |2017-12-01T00:54:02+00:00December 1st, 2017|Lotus Club, Private Investments|

The Bull Market in Everything – Signs of a Top?

  Public Market Update Global markets delivered positive returns during Q3 2017, with most asset classes rising in value. These results were positive for public market investors who saw balances in their accounts rising. Over the medium term, however, global market have still been rather lackluster since we warned of overvaluations in May 2014. With [...]

By |2017-10-13T13:52:21+00:00October 13th, 2017|Investment Strategy|

Lotus Club: Private Investment Update Q3-2017

Another 90 days in the books and a lot to report on! We activated another $9.0MM of client investments, including the addition of two new private LP investments. Mid-market lending with an immediate 11.1% return, and subsequent 7.77% annual cash flow. A roll-up of the waste management industry, currently paying out 8.7%, and targeting 15%+ [...]

By |2017-10-12T12:06:24+00:00September 1st, 2017|Investment Strategy, Lotus Club, Private Investments|

Public Market Musings – Mid Q3 2017 Update

Global Economy and Corporate Profits Remain Relatively Healthy Economic growth continues to be modestly healthy. While US GDP has been hovering within an anemic 0-2% growth range, a recent 3% result was posted in July (see Chart I below) Chart I - US GDP Growth Rates For Past Six Calendar Quarters Will this 3% growth [...]

By |2017-09-01T03:41:19+00:00September 1st, 2017|Investment Strategy|

Sifting for Gold Flakes in the Pan

Greetings from Switzerland I am writing this quarterly investment blog post from my family vacation in Switzerland. Every few years we take a trip back to my late-mother's homeland to reconnect with family and friends. Not to mention, the forced rest and relaxation is good for me and my crew. One huge benefit of travel [...]

By |2017-07-13T19:23:21+00:00July 12th, 2017|Investment Strategy|

Lotus Club: Private Investment Update Q2-2017 (25% GROWTH IN LAST 90 DAYS!)

Lotus Club Program Highlights (90 day progress) 73 Club Members with $0.7 billion of net worth (9 new Members) 398 total private placements (97 new placements) $40.6 million of private investments ($10.3 million added)* $9.7 million of backlog cash available for new private investments (up $0.5 million) $4.51 million of annual Club cash flow (up $1.04 million) $62K [...]

Reluctant Investors – Could “This Time Be Different” Again?

The Fearless Public Equity Market US equity markets have continued to defy the critics, steadily climbing higher on lower and lower volatility. Every bit of bad news is routinely ignored, while good news is cheered on. Interestingly, while the bulk of investing since the 2009 bottom has been done by institutions... ...a heavy shift to [...]

By |2017-05-31T22:00:07+00:00May 31st, 2017|Investment Strategy|

A Tale of Two Markets – Red Light / Green Light

LGA is constantly evaluating the universe of investment options in both the public and private markets. We continue to see a major disparity in valuations between these two choices. We discuss this disparity below, along with our practical recommendations for clients: Public Markets (Red Light) Private Markets (Green Light) Public Markets (Red Light) We have [...]

By |2017-04-13T15:29:15+00:00April 12th, 2017|Investment Strategy|