CLS Blog
Despite Recent Performance, Stay Diversified
March 14, 2014
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,…
Innovative Proposals for Active ETFs
March 13, 2014
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…
Q & A with CLS Portfolio Managers
March 11, 2014
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…
Value Investing 101 from Graham to Buffett
March 7, 2014
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…
Inflation and the Stock Market
March 4, 2014
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…
Ryan Tannehill and Factor ETFs
March 3, 2014
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…
Big Growth in Little Europe
February 28, 2014
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…
What makes us an ETF Specialist?
February 27, 2014
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…
Q & A with CLS Portfolio Managers
February 21, 2014
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…
Don’t Forget to Give Back
February 19, 2014
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…