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July 28, 2022 | Investing
Today, we are sharing a couple trends in the consumer goods sector that we think present attractive investment opportunities. As an active manager, we are constantly evaluating companies and industries that could make a good fit for one of three investment strategies. But first, how do we …
July 14, 2022 | Investing
Update 7/14/2022 This week’s 9.1% headline Consumer Price Index (CPI) inflation reading was certainly a shock to many market observers. There is no doubt that inflation has proved more resilient than most Wall Street expectations from a year plus ago as the stickier components of inflation (i.e., …
June 29, 2022 | Investing
When it comes to stock selection and managing portfolios, every buy or sell decision is made with careful, thorough analysis, and they’re all done for a reason. No investment professional worth their salt would say otherwise. But how many of those investment professionals have processes in …
June 15, 2022 | Investing
Key Takeaways: On Monday (June 13), the US stock market fell again, closing over 20% below its all-time high that is commonly used to define a bear market Better starting yields and diversification benefits, especially in recessions, are key reasons to own bonds for the short- and long- …
May 26, 2022 | Investing
The past few weeks, months, and even years have been chaotic to say the least. We’ve invested through a global pandemic, supply chain backlogs, and war – it seems like investors can’t catch a break, especially with the recent selloff. The latest hurdle is in navigating seven straight weeks of …
May 11, 2022 | Investing
Key Takeaways: A falling market, rising interest rates, inflation, and growth worries are all challenging financial markets To fight inflation, the Fed is tightening financial conditions, threatening to cause a recession and spooking markets in the process We believe in deploying a truly …
April 21, 2022 | Investing
Key Takeaways: Oil prices are sensitive to supply and demand imbalances, which were originally disrupted by the COVID-induced demand collapse War and sanctions are now causing a non-fundamentally driven spike in oil prices Following our Hurdle Rate strategy, we made the recent decision to …
March 30, 2022 | Practice Management
Key Takeaways: Fundamentals always win out in the end, regardless of what style is trending Volatility opens up opportunity in names that were previously out of reach Our strategy summarized: clear buy/sell disciplines, a flexible asset allocation process, and a long-term perspective The …
March 16, 2022 | Investing
Logistics companies, such as FedEx and UPS, are beneficiaries of ongoing supply chain issues with their massive networks of aircraft, ground delivery vehicles, sorting and distribution hubs, and service centers to move goods around the world. The bottlenecks, initiated by the global health …
February 22, 2022 | Investing
Beijing is China’s host city for the Olympics, for the second time this century as the International Olympic Committee previously awarded the city the 2008 summer Olympics, in addition to this year’s 2022 winter Olympics. Being a host city is a symbolic honor, but it also comes with direct …
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