From the Investment Team

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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‚Äôs 45th President. While strength in the U.S. dollar masked otherwise robust global equity market […]

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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 […]

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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 […]

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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 […]

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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 […]

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