In combination with Dr. Owen Williams of Williams Market Analytics, the new WMA Cara partnership will be offering a wide range of capital management services. Officially, WMA Cara starts business on January 1; however, Owen and I have already laid the groundwork for the partnership.
Our first dually managed investment strategy is based on a renewal of US infrastructure, which has been crumbling after years of neglect. Along with the Flint Michigan water crisis and warnings from the American Society of Civil Engineers, the overall poor state of the nation’s infrastructure became a highlight of the 2016 Presidential Election. President-elect Trump has pledged to spend huge amounts of federal government funds during the next four years to supplement massive investment expected to come from the private sector that his government will incentivize.
Our newly created WMA Roads, Bridges & Waters Index is the only U.S.-centric infrastructure index that specifically targets the likely beneficiaries of legislation to rebuild America’s infrastructure. This index, which works back up the supply chains of non-investable private contractors who will receive large government contracts, will be a feature of our new partnership.
For further information, you can write to me c/o [email protected].
