The Specialist Advantage
INVESTING IS INCREASINGLY BECOMING A SPECIALIST GAME Over the course of our career, we have focused on identifying and investing in companies that benefit from an accelerating rate of change. Reflecting on our learnings over the years, we find that every generation has its own unique set of challenges and opportunities. Companies that seek success […]
8 months ago
4Q:2019 Quarterly Update – Major Pivots at Year-end Improve Outlook
MARKETS Stocks end 2019 on a high note, posting their best returns since 2013. Investor optimism regarding progress on US-related trade deals, green shoots in global growth as monetary easing kicks in and reassurance that central bank (US Fed and ECB) policies will remain accommodative for an extended period helped spur the rally. Consumer confidence […]
11 months ago
3Q:2019 Quarterly Update – A Challenging Mix of Uncertainty, Concerns, and Positives Suggests Caution Ahead
MARKETS Stocks were mixed as sentiment shifted. Investors weathered a challenging, uncertain environment during the quarter. The market’s attention focused on a softening global economy, US–China trade tensions, monetary policy, and the outlook for corporate earnings. The global growth outlook continued to deteriorate, as PMIs (purchasing manager indices) for most large economies continued to contract. […]
1 year ago
Convertibles: Capitalizing on Innovative & Disruptive Secular Growth with Lower Volatility
We believe that investors should seek to invest in companies that are addressing unmet needs and innovating the products and services of tomorrow. These companies typically exhibit higher rates of growth and growth that is secular, not tied to the ebbs and flows of the broader economy. We find innovation and disruption in all sectors; […]
1 year ago
2Q:2019 Quarterly Update – Stocks Strong, But Slower Growth Ahead
MARKETS Stocks were strong in the second quarter. Investors pushed prices higher even as the economic environment became less encouraging. Two factors were primarily responsible for the bullish sentiment: The Federal Reserve raised the possibility that it might cut interest rates for the first time since December 2008. Anticipation rose that the US and China […]
2 years ago
1Q:2019 Quarterly Update – Investors Cheered as the Fed Turned Dovish
MARKETS Investors cheered as the Fed turned dovish. Stocks enjoyed a vigorous turnaround in the first quarter after enduring painful performance and sinking sentiment in last year’s fourth quarter. Fed chairman Jerome Powell pivoted from endorsing further interest-rate hikes in December to proclaiming “patience” in January as the Fed’s new guiding principle for monetary policy. […]
2 years ago
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