Raphael Martorello

About Raphael Martorello

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So far Raphael Martorello has created 155 blog entries.

Finding your North Star in uncertain times

In both hiking and sailing, conditions can change rapidly and for the worse, and it is not uncommon for disorientation to set in and give way to poor, fear-based decisions. It’s no different in the real world. As one of the strangest years in recent history draws to a close and many clients are unsure [...]

Special Update (March 13, 2020): Extreme Market Volatility – Coronavirus Impacts

We hope this post finds you all well and taking any precautions you feel necessary for protecting your health and your loved ones. Whew - who would've known that COVID-19 would cause such a pervasive disruption worldwide? With all the investment volatility in markets right now, we wrote this Special Update to help you feel [...]

By |2020-03-16T10:31:51-06:00March 13th, 2020|Uncategorized|

Traditional Private Equity vs. Asset-Backed Investments (and Quick Public Market Update w/ Coronavirus Impacts)

    We typically write-up a full investment market and portfolio update at the end of each quarter, with a more interest-related post at the mid-quarter mark. For this mid-quarter post, our Alternative Asset Manager, Louis Frank, has written up an interesting piece on the difference between private equity and private asset-backed investments. However, given [...]

By |2020-02-28T13:32:54-07:00February 28th, 2020|Investment Strategy|

The Bull Keeps Running: Q2 Market Update

Investment Market Update Amid trade tensions with China and unsatisfactory economic data, last quarter provided investors with some volatility. However equity markets remained resilient, with the S&P 500 grinding its way to a positive return and some nominal new highs. Dovish views from the Fed during the first half of 2019 have helped markets recover [...]

By |2020-09-15T20:42:13-06:00July 11th, 2019|Uncategorized|

Keeping Things in Perspective: Q1 Market Review

Public Market Update Global stocks rebounded following a significant correction in the fourth quarter of 2018. Q2 was a reminder that market volatility is a very real factor with US equities up 14%, International equities up 10%, and Bonds rallying as well. As we had discussed in our posts last year, the correction in Q4 [...]

By |2020-09-15T20:35:30-06:00April 15th, 2019|Investment Strategy|

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 recommended infrastructure>easement funds, which generated 16%+ annualized IRRs for our client base. The continued growth of [...]

By |2020-09-12T22:42:12-06:00November 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 |2018-07-12T17:30:56-06:00June 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 |2020-09-11T10:21:58-06:00December 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 |2020-09-11T10:27:47-06:00October 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 |2020-09-23T07:36:20-06:00September 1st, 2017|Investment Strategy, Lotus Club, Private Investments|