Contact Us
Contact our team of portfolio managers and capital advisors.
LATEST INSIGHTS
Thoughts, insights and opinions from our team of investment experts.
“DEFENCE DEFENCE”
While we haven’t been chanting at the office, we have taken a defensive stance toward the markets. While the overall markets and many of our peers now appear to be all about offence, we are concerned that the recent overzealousness has stretched valuations too far. The markets are above our estimate of Fair Market Value (FMV) at a time when the economy may struggle to fully revive.
Not the Apple of My Eye
Apple is firing on all cylinders. Its products sit uniquely at the intersection of tech and luxury, garnering unparalleled attention from media and ultra-passionate consumers. However, at a price just above $500, an all-time high, Apple’s market valuation looks rather rich.
RJ Steinhoff, CFA on Managing Risk
Integrated into all of our growth and income strategies, the principal goal of our risk management system is to mitigate the market corrections that generally follow business cycle peaks, periods of market euphoria, or events such as the 2010 European debt crisis.
E-Commerce Should Pay for Years to Come
Global online sales have rapidly grown from less than 1% of total retail sales at the turn of the century to 15% today. With an approximate $25 trillion-dollar retail market, the runway for growth remains substantial.
Subscribe
Receive Insights from investment experts directly to your inbox.