Content provided by Sierra Morris, CLS Investment Analyst Recently, I read a report from Crestmont Research that looked into the effects of inflation on the stock market. It stated that, contrary to popular belief, it is inflation, not interest rates, that tend to drive P/E ratios. Crestmont reported that both rising inflation and deflationary environments… Continue reading Inflation and the Stock Market
Author: CLS Investments
Ryan Tannehill and Factor ETFs
Content provided by CLS Chief Strategist Scott Kubie. “And the Miami Dolphins, with the eighth pick in the 2012 NFL draft, select Ryan Tannehill from Texas A&M.” Tannehill’s high selection in the 2012 draft was controversial. He only started 19 games in college, spending more games catching passes than throwing them. Statistically, he ranked 56th… Continue reading Ryan Tannehill and Factor ETFs
Big Growth in Little Europe
Content provided by Grant Engelbart, CLS Portfolio Manager Our interest in Europe is no secret. Attractive valuations in the Eurozone and other international markets make a compelling argument to invest abroad, but what about growth? A great way to invest more granularly in the European recovery is through small caps. While small cap earnings growth… Continue reading Big Growth in Little Europe
What makes us an ETF Specialist?
Content provided by Paula Wieck, CLS Portfolio Manager CLS is an investment firm that specializes in ETFs. So, why do we consider ourselves specialists? Did you know that we analyze over 200 data points on over 1,200 ETFs on a daily basis? That’s about a quarter of a million statistics which aid us in the investment… Continue reading What makes us an ETF Specialist?
Q & A with CLS Portfolio Managers
For advisors who manage their own money, what value does CLS add? Steve Donahoe, CFA, CLS Senior Portfolio Manager A question I would ask in reply is where does that advisor’s economic outlook come from in order to set their allocations? At CLS we have an investment team of 14 Portfolio Manager’s and research staff… Continue reading Q & A with CLS Portfolio Managers
Don’t Forget to Give Back
Content provided by Steve Donahoe, CLS Senior Portfolio Manager I sit on a board of a local non-profit charity called Omaha Crimestoppers. We pay rewards to individuals that provide tips to the local police department that lead to the arrest of criminals. Recently there was a horrendous murder spree in Omaha that claimed the life… Continue reading Don’t Forget to Give Back
New Active Methodology
Q: What is CLS’s active methodology? Pure, focused, global portfolios dedicated to a particular asset class segment, risk, or theme. These portfolios are concentrated; they will take active tilts relative to their benchmarks, and likely have higher turnover than our conventional Risk-Budgeted portfolios over time. Q: What are the differences between the active strategies and… Continue reading New Active Methodology
New Strategic Methodology Q&A
Q: What is CLS’s strategic methodology? In short, we emphasize high quality stocks and bonds. High quality stocks are those companies that tend to have higher profitability, stronger balance sheets, and higher dividend growth. High quality bonds meanwhile, are essentially Treasury bonds, including Treasury Inflation-Protected Securities (TIPS). Once the portfolio is established, we will not… Continue reading New Strategic Methodology Q&A
The Power of Delegation
Content provided by J.J. Schenkelberg Sometimes I’m a little embarrassed by this fact, I know I’m spoiled and I feel very lucky to have the opportunity to enjoy this luxury, but I’ll admit it. . . I have someone who comes and cleans our house every two weeks. Actually, we’ve had this luxury since I… Continue reading The Power of Delegation
New Strategies: Q&A
Q: CLS has developed 10 new strategies, what was the driving force behind the expansion? When you walk into our building, the first thing you see on the wall is the saying “We empower investment advisors.” In short, these new strategies will help us reach out and empower more advisors to help more investors. One… Continue reading New Strategies: Q&A