World Freedom Select

The World Freedom Select Strategy, managed by James Sanderson, former Chief Investment Officer at Cornell University, and James Burns, CFA, focuses on powerful growth economies with increasing economic freedom. Jim brings his 40+ years of experience, of both active investment management and world traveling to this unique and successful strategy.

  • Individuals throughout the world seek to be free but are often thwarted by lack of property rights, corrupt legal systems, punitive taxes, trade restrictions, over-regulation, and other harmful government policies. At J.W. Burns & Company, we firmly believe that to permanently and effectively raise living standards, people must enjoy economic freedom. How best to help people attain a better living standard? By investing in capital markets of countries that champion economic freedom. We scan the globe looking for countries currently experiencing increase in economic freedom. Using proprietary methods, we thoroughly research and analyze potential countries, as well as individual stocks within those countries for inclusion in our landmark strategy.
  • Economic Freedom: Countries that uphold economic freedom enjoy:
      Higher socio-economic well being
      Longer life expectancies
      Lower utilization of child labor
      High literacy rates
      Higher GDP growth rates
      Higher equity market valuations
    World Freedom Select
  • Equal Weighted Annualized Returns for Countries with Increasing or Decreasing Economic Freedom (1970 to 2000)*
  • In a recent study completed by Jim Sanderson's former college, Marshall Stocker, countries with increasing levels of economic freedom experience higher equity returns compared to countries with decreasing levels of economic freedom.
  • World Freedom Select strategy seeks to:
  • Blend philosophical principals with sound investment methods
  • Invest in countries which:
  • have governments committed to furthering economic freedom
  • have economic policies that promote socio-economic well-being
  • deliver attractive returns with a low correlation to U.S. indices
  • Below is a link showing a presentation of our exciting and new investment strategy. Please contact us if you would like more information.
  • WFS Presentation
  • Major Financial Publications