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 […]
4 weeks ago
3Q:2018 Quarterly Update – Volatility Up, Yet Growth Persists
It was a strong quarter for equities. Stocks scaled a wall of worry in Q3, driven by a mix of renewed synchronized global economic growth, robust Q2 earnings growth and strong Q3 forecasts. Companies found innovative ways to compete and excel. Credit markets faced challenges. US Treasury yields rose across the curve, reflecting increases in […]
2 months ago
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, […]
2 months ago
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 […]
3 months ago
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 […]
4 months ago
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, […]
5 months ago
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