Content provided by Sierra Morris, Junior Investment Research Analyst Here at CLS, one of our portfolio themes as of late has been high quality. But what does high quality actually mean and how is it measured? There are many ways to look at quality, but two popular methods are the Merton Model and the Piotroski… Continue reading Finding High Quality
Author: CLS Investments
CFA Institute Code
Content provided by Steve Donahoe, CLS Senior Portfolio Manager In attending the CFA Institute leadership conference recently in Washington D.C., I had in the back of my mind that I should blog about the experience. While walking through the exhibits it hit me. There in front of me lies the CFA Institute’s code of ethics… Continue reading CFA Institute Code
What’s in a Name?
Content provided by Nate Wattier, CLS Client Service Manager “What’s in a name? That which we call a rose by any other name would smell as sweet?” You might be wondering why we’re taking a trip back to high school freshman English Literature class and reading a passage from ”Romeo and Juliet” (Act 2 Scene… Continue reading What’s in a Name?
The Spectrum of Brokerage Windows
Content provided by Ryan Beach, CLS President This summer, there was a lot of press and increased attention on whether plan sponsors can be liable for offering a brokerage window in their retirement plans. It’s clear that self-directed brokerage windows are becoming more and more prevalent as a feature of retirement plans. In June, Fiduciary… Continue reading The Spectrum of Brokerage Windows
Q&A with CLS Portfolio Managers
What would a government shutdown mean to the markets? Steve Donahoe, CFA The risk of a shutdown on Oct. 1 is a distinct possibility. Some members of the house want to de-fund Obamacare which is obviously a no go with Democrats, especially in the Senate. If they can’t work out a compromise, many functions of… Continue reading Q&A with CLS Portfolio Managers
Trading Hangry
Content provided by Paula Wieck, CLS Manager of Investment Research The other day I was at my desk, trading portfolios. I knew I was going to have to go get lunch at some point, but I became so engrossed in my analysis that I waited way too long and had become famished – and crabby,… Continue reading Trading Hangry
Invest in Quality
Content provided by Josh Jenkins, CLS Research/Portfolio Analyst One of our primary investment themes at CLS, as we entered 2013, was a focus on quality within the portfolios. The thought was that companies with stable earnings and strong balance sheets should do well in a slow growth and potentially high interest rate environment. Fast forward… Continue reading Invest in Quality
Q & A with CLS Portfolio Managers
Interest rate risk is a concern for investors, what is CLS doing to manage this risk? Rusty Vanneman, CFA We entered the year concerned about interest rate risk. We have done a few things about it. First, one of our investment themes is “Creative Diversification.” This means that we are expanding the ways we can… Continue reading Q & A with CLS Portfolio Managers
Prepare for the Unexpected
Content provided by Ritchie Brown, CLS Director of Trading Nothing ever seems to stay the same, but making changes proves to be very difficult. Sometimes being reactive and letting the changes come to you is the easy road. Trying to be proactive and get ahead of the curve can be very difficult. In the… Continue reading Prepare for the Unexpected
Is Focusing on Bank Savings Failing Long-term Investors?
Content provided by Michele Prell, New Business Manager A recent survey done by Bankrate.com showed that 26 percent of Americans feel that the money they invest that won’t be needed for 10 or more years would be better served placed in cash. Only 14 percent believe that long term investments in the stock market would… Continue reading Is Focusing on Bank Savings Failing Long-term Investors?