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. […]
Below is an investment idea that was released to our clients on July 9th, 2018 from our Quarterly Focus Buy List. This list is designed to highlight 5-7 new buy ideas every quarter that are […]
Russell 2000 stocks currently look expensive compared to historical valuation levels Recent trends reflect a substantial amount of speculation on expensive, smaller stocks having negative corporate performance, low accuracy, and limited track records Similar trends […]
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 […]
Overview: KAR Auction Services is the 2nd largest provider of used car auction and salvage auction services in North America and the U.K., based on volume. The company provides a marketplace through 250 North American […]
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 […]
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