The hard work and sacrifice of building a better future Content provided by Robyn Murray, Freelance Writer I met Jackson Lee at a hole-in-the-wall Chinese restaurant tucked between two African-themed grocery stores in a West Omaha strip mall. A white marquee with bold, red letters read: HAPPY FAMILY CHINESE RESTAURANT. Inside, Kwan Lee, Jackson’s father,… Continue reading Happy Family
Author: CLS Investments
Cycling the Bridge of Retirement
Content provided by Kostya Etus, CLS Associate Portfolio Manager I recently took a trip to the beautiful city of San Francisco. Relative to Omaha, it is quite large and definitely has no shortage of fun things to do and see. Some of the highlights from my trip were riding the trolley, eating great seafood, and… Continue reading Cycling the Bridge of Retirement
There May Be Bears In The Woods…
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager My family and I recently returned from vacation in Yellowstone National Park. An amazing place if you’ve never been. We hiked many beautiful trails – one (pictured below) took us across the plains and around a bend where we entered a deep valley carved by… Continue reading There May Be Bears In The Woods…
GREK: A Case Study for Price Discovery in ETFs
Content provided by Josh Jenkins, CFA, CLS Associate Portfolio Manager I frequently see commentary in the financial media warning about exchange-traded fund (ETF) liquidity. One major fear is if an ETF’s underlying securities stopped trading, the ETF could cease to function correctly. The risk, some argue, is large premiums or discounts could arise, which would… Continue reading GREK: A Case Study for Price Discovery in ETFs
Market Horror Picture Show
By Kostya Etus, CLS Associate Portfolio Manager I love watching movies. It is one of my favorite things to do in my spare time. I really enjoy all types of movies, and I will give almost any film a chance except for one genre: horror. I find horror films typically do not have well-developed plots,… Continue reading Market Horror Picture Show
ETF Trends in the First Half of 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager How much have Exchange Traded Funds (ETFs) grown so far this year? The quick answer is “tons” (TONS, ironically, is the ticker symbol of the ETF launched this year with the lowest assets). So far this year, 112 exchange-traded products have been launched, on pace to… Continue reading ETF Trends in the First Half of 2015
Emerging Market Divergence
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Emerging markets have shown favorable valuations and stronger global growth prospects recently, which have presented intriguing opportunities. But lumping these markets together as a single country or region can be quite deceiving. Instead, the emerging markets should be analyzed individually because their characteristics vary widely —… Continue reading Emerging Market Divergence
The Other 40 Act Fund
Content provided by Joshua Jenkins, CLS Associate Portfolio Manager The ETF industry spends a substantial amount of time educating investors on the relative merits of the Exchange Traded Fund (ETF) structure. In doing so, a comparison is typically made to a close relative, the open-end mutual fund. There is, however, another investment vehicle defined by… Continue reading The Other 40 Act Fund
Are You Loss Averse?
Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager Ever go to a movie only to realize pretty quickly that it’s not going to be any good, but yet you stay and watch it anyway? In retrospect, you wish you would have left the theatre. Wasn’t it bad enough you wasted your money, but… Continue reading Are You Loss Averse?
What’s in a Name: Exchange Traded Funds (ETFs)
Content provided by Case Eichenberger, CLS Client Portfolio Manager CLS is known in the financial industry as an experienced ETF strategist. We utilize these versatile investment tools every day. From trading to selecting and everything in between, ETFs are our specialty. We have written several helpful articles on the general nature of ETFs that can… Continue reading What’s in a Name: Exchange Traded Funds (ETFs)