My colleague, Tad Gage, recently commented on our "auspicious" timing related to the launch of Capital Insight Partners.  I'd like to further explore that sentiment.

With our stock markets in disarray and iconic American companies like Motorola in shambles, one might reasonably ask why we are so bold to launch during an economic downturn - or may I use the word recession? 

I dare to say that Warren Buffet is not the only investor salivating right now.  JP Morgan's stock is trading where it was prior to its purchase of Bear Stearns.  Dozens of well-run publicly traded community banks with zero participation in subprime lending are trading below book value, many at half of book value.  These are historically low valuations. 

The world is looking to America for a big change this November.  We aren't political hacks, but significant change does appear on the horizon.  Will steadfast political transformation spur an economic rebound?  We don't know and aren't intelligent enough to make a good guess. 

But we do know that there are many, many smart portfolio and hedge fund managers, individual investors, and others that are positioning to benefit from an economic turnaround.  We talk to these folks every day.

While others are immersed in negativity, we see resilient American entrepreneurs.  We see small and micro cap companies in a wide array of industries demonstrating solid growth and strong potential, most with depressed stock prices.  We help the most promising companies tell a better story – to the right audience.  To succeed in this economy (or any other), that really matters.

Jacob Eisen