ALL POSTS, IN THE NEWS

Lisa Wheatley Will Speak on an Innovation Panel in New York on October 25

Lisa Wheatley, Senior Analyst and Portfolio Manager for Healthcare Opportunities, will be sharing her insights on innovation in the healthcare industry at the DC Finance organized Annual East Coast Family Office Conference, October 25, at The Union League Club in New York. 200 Single Family Office Executives and Ultra High Net Worth family members, representing […]
4 weeks ago
ALL POSTS, INVESTMENT INSIGHTS

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 […]
2 months ago
ALL POSTS, QUARTERLY NEWSLETTER

2Q:2018 Quarterly Update – Divergent Trends Emerge in 2Q

US equity markets climbed higher in the second quarter, outperforming non-US developed and emerging markets. With investor appetite gravitating toward domestically oriented companies, smaller-cap stocks outperformed mid and large caps. Value names outperformed in small cap, but growth stocks beat in mid and large. Core bonds were slightly negative while convertibles posted healthy positive returns, […]
3 months ago
ALL POSTS, INVESTMENT INSIGHTS

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 […]
4 months ago
ALL POSTS, INVESTMENT INSIGHTS

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 […]
5 months ago
ALL POSTS, INVESTMENT INSIGHTS

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 […]
6 months ago