Our research team has recently started highlighting some interesting market insights and macroeconomic trends they follow that impact decision making on individual securities. We would like to share these unique insights with our readers. Last […]
Last month we started a new series designed to identify macro trends and information we are following that might impact our thoughts on individual securities. Last month we highlighted global themes like the China vs. […]
Our research team does extensive individual stock analysis to build and construct strategies to outperform the market. Although the bulk of the work we do is finding the right companies to own, we do extensive […]
Below is a market commentary excerpt from the quarterly review of our flagship strategy, The AFG50. The AFG50 is a large core, sector neutral, low turnover strategy that has consistently delivered strong performance vs. the […]
Implicit Dangers of Passive Investing – What’s in your ETF? Passive investing has provided operational efficiency alongside strong appreciation over a nearly 9 year bull market run. This has led wealth managers and institutions to […]
Below is a market commentary excerpt from the quarterly review of our flagship strategy, The AFG50. The AFG50 is a large core, sector neutral, low turnover strategy that has consistently delivered strong performance vs. the […]
This provides a sense that current market prices seem to already reflect some degree of tax reform, as well as mildly accelerated growth and profitability sparked by potential GDP growth that tax reform would catalyze. […]
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