For many professional money managers, the reality of remaining invested in the capital markets across market cycles can be both comforting and daunting. Clients large and small often have Investment Policy Statements (IPS) and other formalized objective statements...
Since the early beginnings of capital markets, investors have been drawn to buying assets that have decreased in value in the hopes that “what goes down, must come up.” While this statement can be true, particularly over very long-time horizons, many investors often...
The advisory business is a crowded field (Trillions of dollars are invested in the stock market as I write this.) which is why every advisor wants to and should differentiate themself. If you’re an advisor who doesn’t, it may be holding you back more than you realize....
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
The phrase “stock picker’s market” is often presented as a known fact rather than the platitude that it simply is. Many active managers will frequently cite that the market environment is conducive to picking stocks, without citing much (if any) evidence other than...
