CURRENT CLIENTS

From the Investment Team

Read the latest research and insights from our Investment Team
Subscribe to updates...

Latest updates:

February 3, 2017
Labels Can Be Misleading

We’re never surprised to see several “growth” exposures in prospective client portfolios we review. Naturally, Growth sounds so much more interesting than Value. But these names, which we’ll define shortly, can be deceiving. In fact, the return series for Growth-oriented portfolios generally are not as attractive as those built to emphasize less-expensive stocks. What might […]

Read More
January 6, 2017
Q4 2016: Quarter in Review

The U.S. election seemed to dominate capital market movement during the fourth quarter of 2016, as investors first withdrew from risk markets leading up to the decision then embraced them after Donald Trump succeeded in defeating Hillary Clinton to become America’s 45th President. While strength in the U.S. dollar masked otherwise robust global equity market […]

Read More
January 4, 2017
Returns Commensurate With Risk

Capital markets may always reflect the aggregate expectations of investors, but those individual expectations can and will change. Sometimes those changes can come quickly with the resulting market impacts at the same time dramatic and confounding. The final months of 2016 brought with them ample reminder of these truths. Market trends after the November Presidential […]

Read More
December 31, 2016
Unexpected. Not Surprising

With all matters investment related, we seek to avoid surprise when the unexpected happens. This objective promotes a healthy skepticism of the consensus view and supports a calm demeanor in the presence of market instability. Even more, measured thinking encourages a heavy emphasis on risk measurement and control, a central tenet of our approach to […]

Read More
November 1, 2016
A Signature Discipline

Our approach to investment management seeks pragmatism in concept and efficiency in practice. It is grounded upon more than a century of market history and informed by our collective decades of investment and advisory experience. Executed with cost effectiveness and practicality in mind, our methodology acknowledges the give and take of return and risk inherent […]

Read More
October 1, 2016
Q3 2016 Market Review

Total returns for major asset classes were positive during the quarter, with equity gains generally strongly so Market performance generally was more favorable among our Portfolio tilts, with international value and small-cap equities faring particularly well Fixed income returns reflected broadly stable interest rate trends against the unchanged backdrop of historically low yields Trends in […]

Read More
1 10 11 12
19900 MacArthur Boulevard
Suite 920
Irvine, CA 92612
949.261.7726
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram