Blue Fox Advisors currently works with the following high-quality providers of unique research to support client needs to understand the markets and macro-economic landscape. Typical clients of our partners include institutional investors, such as hedge funds, banks, pension and endowment funds, mutual funds, RIA’s and Family Offices, as well as the occasional high-net worth individual investor seeking resources beyond retail offerings.
Strategist: Milton Berg
Focus: Market indicators, Cycles, Technical Indicators
Milton Berg has developed an extensive collection of proprietary indicators, incorporating research from all disciplines to analyze trends in equities and other asset classes, including bonds and commodities. His work integrates historical data using fundamental, macro, economic, and technical factors to offer a comprehensive view on the financial markets. Milton provides clients with timely and actionable recommendations on trading given current market environments, in addition to consulting on macro-technical related topics.
Strategist: Felix Zulauf
Focus: Macro-Economic, Geopolitical, and Fundamental
Felix Zulauf utilizes his 40+ years of knowledge and experience to connect pieces of the macroeconomic and financial markets puzzle for his institutional and family office clients. Guidance is provided on the near-term, mid-term and long-term trends with a clear narrative explaining the positions and logic behind them. Content is provided through investment commentary, as well as quarterly chart-pack presentations and client-only webinars. Felix frequently invites special guests to discuss and debate on nearly any related macro topic.
MILL STREET RESEARCH
Strategist: Sam Burns
Focus: Asset Allocation, Stock Rankings, Analyst Estimates
Sam Burns utilizes his extensive experience as a market strategist for leading firms on Wall Street to provide clients with a suite of consistently updated research reports and data covering asset allocation, country allocation, sector and industry selection, and equity factor analysis. In addition, Mill Street offers a quantitative stock selection process which covers a global universe of over 6000+ equities, as well as customized solutions for portfolio construction and evaluation.