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Prospect Email: Pantheon Introduction 12/20/2019

Dear Investor,


After the longest equity bull market in history, I thought an introduction to Pantheon Investments might prove timely. First the alarming facts from our 20-year history:

The S&P 500 lost 51% over 4 years and 5 months only to break even 3 years later after reaching its trough. (Time span: over 7 years) The Hedge Fund of Fund’s Index lost 31% over 3 years and 4 months and took 2 years to recover. (Time span: over 5 years) Pantheon’s maximum cumulative loss was 16% over 11 months which we recouped in 7 months. (Time span: 18 months)


Perhaps managing all my money alongside clients’ gives me a symmetrical bias against losses. Perhaps my relationships with eminent hedge funds further enhances my investment opportunities.

Today is the time to review and reallocate wealth.


An imperfect analogy: professional athletes and CEO’s earn incredible wealth over a decade, but almost none lose that wealth during their employment. Markets however can suddenly turn the notably wealthy back to middle class. As Ted Turner said at a Goldman Sachs conference during the dot.com bubble…”There is nothing sadder than a poor person….No, there’s nothing sadder than a rich person who’s become a poor person.”


My historically supported contrarian thoughts toward the markets may be read at: https://www.pantheon.investments/blog


Three troubling thoughts highlighted:

What's Past is Prologue

Amplification of Debt

Fractal Markets


A brief review of the firm’s statistics is attached and a brief brochure is also available at https://www.pantheon.investments/materials-and-data.


Contact me at tague@pantheon.investmentsfor a discussion.

Tague R Goodhue, CFA

Managing Partner

Pantheon Investments LLC

735 Broad Street, 709-6

Chattanooga, TN 37402

423-498-6310 (direct)

423-718-7334 (mobile)

tague@pantheon.investments



This e-mail does not constitute any investment advice, any offer to perform investment advisory services or any solicitation or offer to buy or sell any securities. No representation is made on the fairness, accuracy or completeness of the information contained in this e-mail, and the sender does not accept liability for any errors or omissions in the contents of this email that arise as a result of e-mail transmission. Any performance information contained herein is preliminary, unaudited, net of fees and expenses, and is subject to change. Past performance is not a guarantee of future results and all investments bear a risk of loss. Certain assumptions may have been made in the preparation of this e-mail that are subject to change without notice. The sender undertakes no obligation to update the information in this e-mail. The sender does not waive any rights, privileges or other protections that the sender may have with respect to the information in this e-mail. This message, including attachments, is intended only for the use of the individual or entity to whom it is addressed, and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you have received this email in error, please delete it, notify the sender and do not retain, use, copy or disseminate this email without the sender's consent. Pantheon Investments, LLC disclaims all responsibility from and accepts no liability whatsoever for the consequences of any unauthorized person acting, or refraining from acting, on any information contained in this message.

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