CLS Blog

Despite Recent Performance, Stay Diversified

Content provided by Josh Jenkins, CLS Investment Research Analyst With such strong performance in stocks as of late, it is easy for investors to begin questioning the need for diversification within their portfolios. Recent headlines have even popularized the passing of the fifth year of the current equity bull market that began on March 9,… Continue reading Despite Recent Performance, Stay Diversified

Published
Categorized as Investing

Innovative Proposals for Active ETFs

Content Provided by Rui Wang, CFA, CLS Investment Research Analyst As the ETF industry keeps booming, more and more traditional asset managers  are lured into this business. Unlike index-based ETFs, these asset managers are intended to offer their active management specialty to clients by launching active ETFs. One of the biggest obstacles for asset managers… Continue reading Innovative Proposals for Active ETFs

Q & A with CLS Portfolio Managers

How worried should investors be about the tension in Ukraine and Russia? Scott Kubie, CFA, CLS Chief Strategist The overthrow of the pro-Russian government in Ukraine and the subsequent intervention by Russia in select parts of Ukraine has been unsettling. I believe the events should worry investors a little, but not too much for the… Continue reading Q & A with CLS Portfolio Managers

Value Investing 101 from Graham to Buffett

Content provided by Kostya Etus, CLS Investment Research Analyst I read a couple articles recently from The Wall Street Journal and CNBC about the basics of value investing. They described stories and research from some of the greatest value investors in history including Benjamin Graham, as well as Graham’s most prized pupil, Warren Buffett. I… Continue reading Value Investing 101 from Graham to Buffett

Inflation and the Stock Market

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

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