What exactly determines an investor’s ability to benefit from the market place? We share our thoughts on the ‘Growth vs Value’ debate by revisiting our understanding of what investing fundamentally is and, by this definition, what an investor should have in place to achieve value.
The S&P 500 just had its best month since 1987 and is now only down ~12% year-to-date. If you excluded the top five stocks that make up 21% of the Index, the S&P 500 would be down 26%. This means that a large number of stocks in the S&P 500 have yet to fully participate in the market recovery.
We are in the midst of a global economic shutdown triggered by the COVID-19 outbreak – the first time our world has seen entire countries quarantining in unison. The current situation may be unique, except we’ve experienced these ‘firsts’ before. What will be required to help prevent a deepening recession this time? Likely, something that has never been done before.
In this special update, we share our analysis of COVID-19's market impact and how we're taking advantage of this environment.
In this blog, we shed light on the inconvenient truth of market timing and chasing performance, and how this strategy leads to a one-way ticket to the ‘House of Pain’.
In the following article we highlight the importance of a properly structured Investment Policy Statement.
As myself and our client portfolio management team have been meeting with potential new clients over the last few years, we've noticed more and more that F class mutual funds are making their way into the portfolios of high net worth clients with portfolio values over $1 million.
Volatility returned with a vengeance in 2018. Although many fundamental economic factors triggered this, we take a deeper dive into an investment approach that is greatly enhancing this volatility - algorithmic trading.
Many investors fear a global recession. We discuss the cause and effect of this, and how we are positioning our portfolios.
Over the last six months, a growing number of issues have come together to create a perfect storm in the international markets – creating plenty of opportunities for value-minded investors.