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… Continue reading Making the Case: 3 Tips for Better Investing
Category: Investing
Making the Case: 3 Tips for Better Investing
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… Continue reading Making the Case: 3 Tips for Better Investing
GLOBAL AND BALANCED: Helping Investors Succeed
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… Continue reading GLOBAL AND BALANCED: Helping Investors Succeed
Making the Case: 3 Tips for Better Investing
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… Continue reading Making the Case: 3 Tips for Better Investing
Efficient Markets, Meet: PEOPLE
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.… Continue reading Efficient Markets, Meet: PEOPLE
Season with a Pinch of Alts
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… Continue reading Season with a Pinch of Alts
Making the Case: 3 Tips for Better Investing
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… Continue reading Making the Case: 3 Tips for Better Investing
Making the Case: 3 Tips for Better Investing
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… Continue reading Making the Case: 3 Tips for Better Investing
The Truth About Liquid Alternatives
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.… Continue reading The Truth About Liquid Alternatives
Diversification, Paying Less Attention, and a Look at Inside ETFs
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… Continue reading Diversification, Paying Less Attention, and a Look at Inside ETFs