Portfolio manager and healthcare specialist Lisa Wheatley sat on the “Wall Street Insights” panel at the NASDAQ/NIRI San Diego IR Summit on Thursday, June 28. WD-40 CEO Garry Ridge was a keynote speaker on the topic, “Building Your Tribe – Fostering a Culture of Leadership from Within”. This event was held at WD-40’s new headquarters […]
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 […]
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 […]
May 23, 2018, Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, shared her insights on the healthcare market at the CFA Society of Los Angeles and CAIA 2018 Hedge Fund Symposium. The event also featured an allocator’s panel with representatives from The Broad Foundations, JP Morgan’s Private Bank, PAAMCO, Pepperdine University and UCLA.
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 […]
Global markets ended lower in the first quarter. US equities started the year strong, boosted by strong economic growth and robust earnings, but retreated in February and March. Most noteworthy was a return in equity market volatility, as measured by the CBOE VIX Index, which hit its highest level since August 2015. Against this backdrop, […]
Surprising Divergence Between VIX and High Yield Credit Spreads Signals Economy and Corporate Earnings Stronger Than “Fear Gauge” Suggests
KEY TAKEAWAYS: February spike in VIX was likely due to trading inefficiencies, not fundamentals. High yield credit spreads remain relatively low and stable, suggesting fundamentals are strong. […]
March 15, 2018. The Masters in Finance Program at the Rady School of Management at UCSD invites Catherine Nicholas to share her philosophy on investing in dynamically growing small- and mid-cap companies and current outlook on the capital markets.
We are passionate about promoting gender diversity in investment management. An encouraging trend, some institutional investors and their advisors are also embracing this topic. Wilshire Consulting, an influential investment consultant with approximately $7 trillion in assets under advisement, recently announced a new initiative “aimed to deliver fresh perspectives to client portfolios and promote manager diversity.” […]
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, […]