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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

August 10, 2010: Two Steps Forward, Two Steps Back

As we close the month of July the S&P 500 index is essentially unchanged for the year, down 0.27%. While this sounds somewhat boring and uneventful, so far the year has been anything but. Macroeconomic issues have been at the... Read more »

July 22, 2010: Zero Coupon Treasuries

In the current commentary we discuss our use of zero coupon treasuries (also known as Strips*) as a risk management tool. We have utilized these instruments to provide a measure of downside protection in our equity portfolios for... Read more »

July 14, 2010: Equity Investment Outlook

As we review macroeconomic data from the second quarter, it appears that the growth trajectory of our economy has changed. Approximately 5-6 weeks ago we began to hear some reports of a ‘soft patch’ in the economy, and since that... Read more »

July 1, 2010: Potential Winners for a Choppy Market

In this commentary we discuss a key fundamental characteristic which we feel may drive share price outperformance in this volatile market environment. While the US economy has returned to growth, recent data points have been... Read more »

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