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Styles

Sep 20 2019

Box Jumpers Beware!

  • Sep 20, 2019

Style rotation! Regime change! Market action of the first two weeks of September coaxed the few remaining Small Cap Value managers off ledges from New York to San Francisco.

Aug 07 2019

Portfolio Positioning: Deciding Not To Decide

  • Aug 7, 2019

One portfolio strategy that attracts our interest is a barbell between Growth or Quality on the bullish side, paired with a Low or Minimum Volatility sleeve for the bearish side. This approach deals with today’s uncertainties by essentially “deciding not to decide.”

Dec 07 2018

Styles And Factors DeFANGed

  • Dec 7, 2018

Social media, mobile computing, and digital life-in-the-cloud were the dominant storylines for U.S. stocks over the last five years—reaching the apex of popularity following the early-2016 market low.