The Rule of Page Sixteen

Never invest on the basis of a story on Page One,

that is the efficient market. 

Invest on the basis of a story on Page Sixteen—

that’s on its way to Page One.

        I’m a historian by training.  I look for the big themes, the ones historians will be writing about in a hundred years—the Page Sixteen stories.

                                                                                      Don Coxe  


Donald G. M. Coxe

Chairman, Coxe Advisors LLP.

Don Coxe has 40 years of institutional investment experience in Canada and the US.                  

As a strategist and investor, he has been engaged at the senior level in global capital markets through every recession and boom since the onset of stagflation in 1972.  He has worked on the buy side and the sell side in many capacities  and has managed both bond and equity portfolios, and served as CEO, CIO and Research Director. 

From his office in Chicago, Mr. Coxe leads the Global Commodity Strategy investment management team – a collaboration of Coxe Advisors and BMO Global Asset Management  – to create and market commodity-oriented solutions for investors. He is advisor to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, and the Virtus Global Commodity Stock fund in the US, and the UCIT Global Commodities Fund.

Strategy Advisor for BMO Financial Group until 2012, Mr. Coxe has consistently been named as a top portfolio strategist by Brendan Wood International; in 2011, he was awarded a lifetime achievement award and he was ranked number one in the 2007, 2008 and 2009 surveys. He also received the lifetime achievement award from Canada's Financial Post.

As CEO of a firm managing both bonds and stocks, he was routinely ranked among the top managers in Canada over the years from 1972 to 1983, when he moved to Bay Street as Strategist and Research Director, and then to Wall Street and ultimately LaSalle Street as Global Strategist. 

Mr. Coxe maintains a highly visible presence in the business community as an advisor to Boards, and speaker for business conferences and industry events—and through his weekly conference calls for investors.

Prior to entering the investment business, his eclectic background includes serving as editor of National Review magazine in New York, practicing law in Toronto, serving as general manager of the Ontario Federation of Agriculture, and as General Counsel of the Canadian Federation of Agriculture.

Photo:  Michael A. Marcotte, Chicago, Illinois


All information contained herein is for informational purposes only.  This is not a solicitation to offer investment advice or services.  Coxe Advisors does not offer any products or services for sale; rather, it acts as a non-discretionary investment adviser to BMO Global Asset Management Inc., a division of Bank of Montreal.  An investor should consider investment objectives, risks, charges and expenses carefully before making any investment.  Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described.  Please refer to Coxe Advisors’ ADV Part 2 for additional information.

Regulatory Information: Coxe Advisors is an investment adviser registered with the United States Securities and Exchange Commission.  Coxe Advisors does not render personalized investment advice. The purpose of this web site is for information distribution only.