Archives of INVESTMENT INSIGHTS

Uncertainty Leads to Volatility

INVESTOR WORRIES DRIVING MARKET VOLATILITY Fed concerns Trade wars Decelerating global growth China’s economic deceleration Falling oil prices Geopolitical instability Simmering debt bubbles OUR APPROACH:  STAYING FOCUSED ON THE LONG TERM What’s driving the current volatility? Rather than one or two factors like economic health or the direction of interest rates, investors are feeling uncertain about […]

Catherine Nicholas, CIO and Portfolio Manager, featured on Asset TV’s Masterclass: Small Caps

On September 12, Catherine Nicholas, CIO and Portfolio Manager, joined host Gillian Kemmerer and three other small-cap managers to discuss some of the current and prospective drivers of small-cap stock performance. Video was sponsored by Nicholas.  The thoughts and opinions expressed in the video are solely those of the persons speaking as of September 12, […]

Lisa Wheatley Shares Her Insights on the Innovation Cycle in Healthcare

At the CUSO Financial Annual Conference in August, Lisa Wheatley, Portfolio Manager and healthcare specialist, shared her insights on the long-term, secular innovation cycle in healthcare, ripe with investment opportunities. (3:24) Lisa highlights why our firm’s San Diego location is an edge in her healthcare-company research and why early-stage biotechnology and medical device companies can […]

Convertibles Resume their Historic Strategic Role

In a Rising Interest Rate Environment, Convertibles Offer Lower-Risk Equity and Higher-Returning Fixed Income Exposure KEY TAKEAWAYS Convertibles are more attractively valued than low volatility equity indexes Convertibles have less interest rate risk than straight bonds Record new issuance creates more opportunity for “balanced” managers SMID issues dominate, creating exploitable inefficiencies March 2018 marked the […]

NYCEDC’s “Blockchain Week New York City”

KEY TAKEAWAYS Enterprise interest in blockchain technology continues to broaden Deployment of blockchain technology in supply chain management is accelerating Protocol-level technology innovations will enable broader adoption Interoperability of multiple specialized blockchain protocols is likely future Blockchain continues to capture market attention. Technology specialist, Emmy Sobieski, shares her insights of the unfolding news and trends […]

Where Are Most Exceptional Growers?

KEY TAKEAWAY: To potentially generate above-average returns, investors may need to look for “Top Growers,” which were concentrated in smaller-cap companies and in the most innovative sectors over the last three years. As a dynamic growth investor, we believe finding companies that can deliver and sustain earnings growth is a vital part of the investment […]

Blockchain Technology: Looking Beyond Bitcoin

As early investors in so many of the new, dynamically growing companies with technologies and services that have transformed our lives across so many industries, we are well aware of the opportunities—and disruption—created by transformative innovation. Blockchain technology reminds me of the early days of the internet, the “dot-com era.” It holds lots of promise, […]

Catalysts Strengthen Our Outlook for Healthcare

Early Signs of Exciting Innovation Cycle. At the end of August, we continue to see evidence of the transformative innovation cycle in healthcare. Two key catalysts in particular confirm the advancement and validation of CAR-T/TCR and new therapies that harness the immune system. With healthcare undergoing a transformative innovation cycle, we believe it is key […]