Category: Investing

380 posts categorized as "Investing"

Making the Case: 3 Tips for Better Investing
Value - How Long to Wait | How CLS Does It | Forward Returns From Here

June 25, 2019

By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager In this week’s Making the Case, I address value stocks. Particularly, U.S. value stocks. Value stocks trade at a discount relative to the market, but occasionally they trade at very deep discounts. Investors typically expect to be compensated for the extra risk with these stocks, which tend…

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Making the Case: 3 Tips for Better Investing
Three Ways to Look at the Best Stocks in the Last 10 Years

June 14, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager We all know the story by now. Over the last 10 years, the U.S. market has been on fire, while our friends overseas have missed out. That may be true, but it’s only half of the story. Investable Stocks Outside of the U.S. Thanks to…

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GLOBAL AND BALANCED: Helping Investors Succeed

June 11, 2019

By Kostya Etus, CFA, Senior Portfolio Manager A more stable experience Diversifying across multiple asset classes, such as U.S. stocks, international stocks, and bonds, has historically provided better and more stable returns than investing in one asset class alone. By investing in a globally diversified, balanced portfolio, we believe investors may reduce their risk and…

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Making the Case: 3 Tips for Better Investing
Equal-Country Portfolio | Invested in an S&P 500 Fund Lately? Other Investors Did Better | Now Show Japan

May 10, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Today’s topic is the favorite subject of a lot of portfolio managers and the conundrum facing many U.S. investors: Is it worth it to invest overseas? We have discussed this numerous times (and will continue to do so), but I hope the additional thoughts…

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Efficient Markets, Meet: PEOPLE

May 1, 2019

  Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager If you haven’t heard, Zoom Video Communications went public on April 18, 2019, under the ticker ZM. Full disclosure, we use Zoom video conferencing around the office, and it’s quite nice, especially in today’s workplace with travel and remote employees….

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Season with a Pinch of Alts

April 25, 2019

Content Provided by Shana Sissel, CAIA – Portfolio Manager In today’s turbulent markets, more and more financial professionals are beginning to look to alternative funds for investment options. As a result, more investment managers are beginning to create alternative funds, and many hedge funds are registering their products under the 40 Act, making them more…

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Making the Case: 3 Tips for Better Investing
Book Your Q1 Gains? | Avoid the Losers | Yield Curve, R-E-L-A-X

April 16, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset…

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Making the Case: 3 Tips for Better Investing
The Big Picture

March 19, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Focus on the Forest, Forget the Trees File Under: Portfolio Management, Behavioral Investing Omaha’s most famous billionaire, Warren Buffett, recently released his annual shareholder letter. The widely read letter always includes great tips for successful investing and some subtle jabs at certain industries. On page…

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The Truth About Liquid Alternatives

March 11, 2019

Content Provided by Shana Sissel, CAIA – Portfolio Manager The world of alternative investments was flipped on its head more than a decade ago when hedge-fund-inspired Investment Act of 1940 (40 Act) funds began appearing on the scene. While diversification benefits can be achieved through liquid alternatives, it’s important to keep our expectations in check….

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Diversification, Paying Less Attention, and a Look at Inside ETFs

March 5, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Diversification or di’worse’ification — Can you be too diversified? File under: Managing Portfolios Is there such a thing as too much diversification? Can we include too many asset classes in our portfolios and, thus, harm returns? There are two ways of looking at this: No, there is no such thing…

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