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Management Commentary


Trading Updates

Core Income 12/12/2012

Opportunities Income 12/5/2012

Position Statement

Biblically Responsible Investing

Articles

True Investing 101

The Right One for the Job

The Current State of the Exchange Traded Product Marketplace and Our Viewpoint

Fiscal Cliff and its Implications

Fiscal Cliff - A Post Election Outlook

Threats of High Frequency Trading

Research and Analysis

Boardwalk Partners

Sims Metal Management Ltd. ADR is a Buy (1/16/2013)

We Can't Believe It, But We 'Like' Facebook Shares

The Long and Mostly Short of Salesforce.com

The 2 Towers - SBA Communication and American Tower

Unveiling the Value of Vale

Government Properties Income Is Not Cheap Enough

Smoking Opportunity In Universal Corporation

Bleach and Ammo - A Classic Combination?

Not-So-Great Northern Iron Ore

Updates from Lead Manager Darren T. Munn, CFA

Third Quarter 2012 Update

Second Quarter 2011 Update

First Quarter 2011 Update

Fourth Quarter 2010 Update

Third Quarter 2010 Update

Second Quarter 2010 Update

First Quarter 2010 Update

Fourth Quarter 2009 Update

Third Quarter 2009 Update

Second Quarter 2009 Update

First Quarter 2009 Update

Invitations

Biblical Perspective of Heritage Planning Academy

Past performance does not guarantee future results.

As with any investment strategy, there is potential for profit as well as the possibility of loss. Camelot Portfolios does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable.

These documents do not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. Any statements regarding market or other financial information is obtained from sources which we and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, market risk, different methods of accounting and financial reporting, and foreign taxes. Your use of these materials, including www.camelotportfolios.com website is your acknowledgement that you have read and understood the full disclaimer as stated above.