CURRENT CLIENTS

From the Investment Team

Read the latest research and insights produced in house by our Investment Team
Subscribe to updates...

Latest Podcast:

Latest commentary:

October 13, 2020
Q3 2020: Quarter in Review

Not much less eventful than the prior two, the third quarter saw global stocks rise on a mix of generally slow, often halting and occasionally reversing trends as the world further emerged from comprehensive COVID lockdowns. Equities gained a further boost here in the States as hopes rose for another round of government stimulus. With […]

Read More
October 2, 2020
Four More!! Four More?!

Every four years, the United States heads to the polls to determine who will lead the country’s executive branch. And every four years, fears soar that another term for the current president will further wreck the place, just as anxieties grow that a win for competitor assuredly will lead to disaster. Much as we’ll admit […]

Read More
September 4, 2020
Disproportionate Excess

History shows that smaller-capitalization stocks have tended to outperform larger-cap stocks over time. Just not always. And just not for the recent past—this year in particular. It still seems far more reasonable to us to believe that it should be easier for small stocks to get big than it should be for larger stocks to […]

Read More
August 10, 2020
What's to Come?

With the global pandemic surging anew, governments around the world are developing additional measures to counteract the macroeconomic strain wrought by widespread illness and restrictive measures implemented to counteract its spread. Meantime, though still volatile, the domestic equity market sits just a few steps below its February peak. That apparent mismatch begs some questions we […]

Read More
July 16, 2020
Q220 Quarter in Review

After the leap came the run. Stocks furthered a surge from the March trough, at one point gaining enough ground (in the States, at least), to turn green for the year. But the recovery in stocks was hobbled by the reality of a virus that very quickly took advantage of loosening restrictions on public gatherings. […]

Read More
July 2, 2020
Lamenting the Bounce?

The U.S. equity market rests just under 8% from its February 19 peak. Cue worries that we’ve come too far, too fast. Near-term stock valuations may look extended as revenue and earnings sink. There’s no end yet in sight for the pandemic, and U.S. elections are just around the corner. But, as the bulk of […]

Read More
1 7 8 9 10 11 20
120 Newport Center Drive
Suite 100
Newport Beach, CA 92660
949.261.7726
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram