Members Only Login

Request a Free Lancz Letter

©LanczGlobal, LLC. 2015
All rights reserved.

Website feedback?

Our investment research and analysis has been nationally recognized:







Associated Press

Wall Street Journal

One Great Man – One Smart Philosophy

Alan and Sir JohnThe world works in mysterious ways. One of the greatest investors of our time left us on July 8th after enriching so many on a global scale both financially and spiritually. We have to admit he was definitely the most influential individual in structuring our risk-adverse, flexible investment philosophy that has become such an integral part of LanczGlobal and our Registered Investment Advisory firm, Alan B. Lancz & Associates, Inc. More than that, however, we learned so many quality traits from Sir John that encompass our everyday life for which we will always be grateful. The global markets have continued their volatile ways over the two weeks since Sir John’s passing. Commodity prices have plunged (down 16%) and the financial sector has risen like a Phoenix (up 34%) clearly illustrating the strengths of Sir John’s “avoiding the herd” and “buy when there’s blood in the streets” words of wisdom.

We would not have had the discipline and resolve to have recommended the partial profit taking in our over-weighted positions on energy of late without the guidance of Sir John over the past 20+ years. How appropriate that this underlying philosophy, the success of which our subscribers have experienced first hand over the years, has proven so immediately rewarding for those investors that know the dangers of chasing the “hot” investment. Sir John was instrumental in LanczGlobal’s establishment of our Long/Short Portfolio back in August 1998. This allowed us to take advantage of extreme swings in both directions in global stock values, and the timing could not have been better.

Three bubbles have inflated in the interim – Technology with insane values in the dot-coms was a key reason Sir John pushed for a more market neutral portfolio option for our investors/subscribers. This was followed by the real estate & financial bubbles that we were fortunate enough to warn about last summer when values were still hitting daily new highs, and finally the start of a new bubble this summer with the surge of oil to nearly $150 along with several other commodities. From our buying immediately after the 1987 stock market crash to taking advantage of the extreme swings with the aforementioned bubbles, we can honestly say we would not have been able to take advantage of these extremes without the help and wisdom of Sir John Marks Templeton. Thank you Sir John – you will always be a part of our lives and dearly missed.

Disclosure: LanczGlobal LLC is an independent investment research firm. All articles and content are for informational purposes only and are not intended to be a solicitation, offering or recommendation of any security. LanczGlobal LLC does not represent that the securities, products, or services discussed in this publication or within are suitable or appropriate for all investors. All recommendations and analysis constitute an opinion which may change without notice and may or may not prove correct. Readers must make their own independent investment decisions, as past success can not guarantee future results. LanczGlobal LLC or Alan B. Lancz are not affiliated or endorsed by any national media and only acts as an authoritative source of information. Such information does not constitute a recommendation to buy or sell securities or investment vehicles.