Investment Advisor


JULY 2019

The Performance of Value vs Growth: Look at Per Share Earnings and Free Cash Flow Growth

Over the long-term, value stock investments tend to outperform growth investments. Erick Rawlings, managing director, research, searches for an explanation as to why the current bull market is seemingly at odds with this historical trend.

JUNE 2019

Revisiting Earnings and Earnings Multiples as Drivers of the Equity Markets

Doug Cohen, managing director, portfolio management, began the year with a "20 Questions" (and Answers) market overview that covered pertinent capital market issues for 2019. Doug revisits these issues, returning with the two variables that determine equity prices: earnings and earnings multiples.

MAY 2019

Are You Up to Date on the Latest Market Moves?

Harkening back to the days of final exams and all-night cram sessions, Doug Cohen, managing director, portfolio management, shares this month’s market outlook and analysis in the form of a multiple-choice quiz. Sharpen your pencils and test your knowledge of what propelled the markets in the first quarter of 2019.

MAY 2019

Quiz: How Impactful is Compounding in Your Portfolio?

With markets already retracing their steep losses in 4Q18, the market noise and daily chatter can pose a challenge to long-term investment decisions. Erick Rawlings, managing director, research, presents a strategy-based scenario illustrating the power of compounded investments.

APRIL 2019

ESG and Impact Investing: Q1 2019 News Highlights

Bill McCalpin, managing partner, impact investments, provides an overview of the latest news coming out of the impact investing industry. This quarter's roundup highlights new growth for ESG strategies, commissioned research on the state of diversity in the U.S. asset management industry, and the dreams and shortcomings of the Opportunity Zone investment program.
MORE