Category: Investing

374 posts categorized as "Investing"

Midterm Elections: Quick Facts on the Market Impact

November 1, 2018

Content provided by Shana Sissel, CAIA, Portfolio Manager The U.S. midterm elections are just around the corner, and investors remain concerned about how the results could impact the equity markets. The answer is simpler than many may think: The midterm elections have historically been positive for U.S. equities. It may sound odd not to consider…

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Our Worst Performing Household

October 25, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager I normally would never single out individual investor performance, but in this case I believe it’s necessary. Earlier this year, on the same day, two accounts in the same household were invested in two different CLS strategies with a 100 Risk…

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Millennials Ruin Everything

October 17, 2018

Content Provided by Michael Hadden – Investment Research Analyst Seriously. Just go online and look. In fact, this article cites 70 different things millennials have “killed,” an impressive feat for a generation spanning the ages of 22 to 37. So, if millennials are so great at destroying things we know and love, are they also…

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ESG Investing: Myths and Truths

September 21, 2018

Content Provided by Kostya Etus, CFA, Portfolio Manager Col. Jessep: You want answers? Kaffee: I WANT THE TRUTH! Col. Jessup: YOU CAN’T HANDLE THE TRUTH!! – A Few Good Men (1992) ESG (environmental, social, and governance) investing has been a hot topic lately. Asset growth has reflected this, picking up over the last couple of…

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The Pitfalls of “Resulting”

September 7, 2018

Content provided by Joe Smith, CFA, CLS Senior Market Strategist Focusing only on results can lead to hindsight bias. Outcomes should always be evaluated relative to the quality of the initial decision. At CLS, our decision to overweight international stocks has solid footing in data and research. As a portfolio manager, I generally have a…

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Happy Birthday, Warren

September 4, 2018

Content provided by Grant Engelbart, CFA, CAIA, Senior Portfolio Manager & Co-Director of Research Warren Buffett turned 88 years old on Thursday, August 30. Quite possibly the most famous value investor of all time, Buffett took control of Berkshire Hathaway in 1965 (“that is, when current management took over”). Since then, the company has transformed…

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Sir John Templeton: The Humble Approach

July 10, 2018

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer One of the most important days in my development as an investment manager occurred in the spring of 1987. It was during my undergraduate days at Babson College. It was Founder’s Day, which is Babson’s oldest tradition, a day established to recognize the school’s…

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The Rock Stars at CLS Investments

July 6, 2018

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer When I was at Fidelity Investments (FMR Co) back in the 1990s, legendary investor Peter Lynch had moved on, but the culture he helped create, one fully dedicated to active management and high performance, was still in place. Fidelity hired the best and brightest…

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Behind the (Research) Curtain

June 29, 2018

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager There are five areas of analysis we utilize to review investment ideas (see our Risk Budgeting White Paper pages 9-10). To help our readers understand these analyses and our investment processes, let’s take a look at a real life example applicable to many, if not all,…

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Why the Destination is Highly Dependent on the Journey

June 13, 2018

“Life is a school of probability.” — Walter Bagehot Content Provided by Joe Smith, CFA – Senior Market Strategist What will the markets return in the next 12 months? Should investors expect 20% gains per year in the future? Will the markets correct by more than 10% in the next six months? We frequently encounter…

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