CLS Blog

Q&A with Christopher Davis, Portfolio Manager at Davis Funds

September 15, 2017

CLS’s Chief Investment Officer, Rusty Vanneman, CFA, CMT sits down with hristopher Davis, a Portfolio Manager at Davis Funds and explores what it means to be a good individual investor, what characteristics a respectable financial advisor should possess, and what a financial advisor should look for in a professional money manager.

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Currencies’ Impact on Portfolios (and My Honeymoon)

September 14, 2017

Content provided by Joshua Jenkins, CFA, Portfolio Manager Over the last year, currencies have been on the forefront of my mind, which is unusual. I’m not saying they are not important. In the short term, they definitely impact returns. Portfolio Manager Case Eichenberger recently wrote about that here. Over the long term, however, the impact…

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Oh, That Crazy Debt Ceiling

September 8, 2017

Content provided by Marc Pfeffer, Senior Portfolio Manager I know many investors don’t follow the short-term Treasury market on a day-to-day basis. But, as someone who has followed the fixed income market for my entire career, which includes running money market funds, I know these securities are key components. During the summer months, the debt…

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Why Stock-to-Bond Ratios are Poor Measurements of Risk

August 31, 2017

Content provided by Joseph Smith, CFA, Senior Market Analyst Risk Budgeting makes CLS different in its ability to measure and manage risk in portfolios. Risk Budgeting is not the same as managing to a stock-to-bond ratio. Stock-to-bond ratios can lead to undesirable levels of risk for long-term investors. At CLS, we differ from our money-managing…

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Some Trading Maxims That Influenced My Investing

August 18, 2017

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Years ago, I worked with bond and currency traders around the world (mostly in New York City, Chicago, and London), providing trading recommendations and market commentary every 20 minutes during market hours. The work environment was fast-paced, fun, and absolutely awesome in terms of being…

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Open Doors

August 16, 2017

Content provided by Robyn Murray, Freelance Writer Bailey Neben was scanning the Babson College alumni directory when she realized she was just one of 13 Nebraskans to ever attend the Boston-based university. Who were these fellow Cornhuskers? What drove them to the East Coast? Did they ever go back home? She started wondering about this…

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Are International Stocks Really Beating U.S. Markets?

August 11, 2017

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Of course they are! Are you kidding me? It’s not even close! (This is what I imagine you’re saying in your head right now.) Just take a look at the data below from two ETFs that proxy the U.S. and international stock markets: ITOT for the…

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The Market ≠ The Dow

August 10, 2017

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager “The market is up 100 points today!” How often do you hear that comment? Some of my family members who have no market knowledge even referenced movements in the Dow Jones Industrial Average (DJIA). There are so many questions that come to mind when I hear…

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Integrity Counts

August 3, 2017

Content provided by Robyn Murray, Freelance Writer Andie Wilkinson was full of energy as a kid. She signed up for every sport she could — often at the encouragement of her parents who were looking for ways to channel her exuberance. She ran track; played soccer, softball, and basketball; she was a cheerleader and a…

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The Battle of the Acronyms: SRI Versus ESG

July 28, 2017

Content provided by Kostya Etus, CFA, Portfolio Manager Values-based investing has been making headlines and growing a lot of assets recently. What is it? There are many definitions, and it can mean something different to everyone. But, I believe the following are some unifying classifications: Socially Responsible Investing (SRI) is the “old school” or “traditional” values-based…

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