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Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Core Strategy
Will Wurm
Will Wurm

PDF download Q3 2017 : Growth Trends Continue

Summary: The third quarter brought us natural disasters, heightened tensions with North Korea, the tragedy in Las Vegas, and domestic political dissent. These events notwithstanding, financial markets continued to reflect the synchronized global expansion and looked past near term temporary disruption. In unexciting fashion, we continue to follow a strategy based on global growth, favoring improving company and industry fundamentals over yield and adding best in class names in growth industries as opportunities present themselves and valuations merit inclusion.

Past issues:     Q2 2017     Q1 2017     Q4 2016     Q3 2016    

Aggressive Growth Strategy
John Preston
John Preston

PDF download Q3 2017 : Scary World, Sturdy Market

Summary: Against the back drop of natural disasters, accelerating terrorist activity, escalating tensions between the U.S. and North Korea, dysfunction in Washington and mass shootings, the markets have behaved remarkably well. Year-to date, the NASDAQ leads the major indexes up 20.67% while the S&P 500 is up 14.24% and the Dow up 13.37%.

Past issues:     Q2 2017     Q1 2017     Q4 2016     Q3 2016    

Municipal Fixed Income
Stephen Steglitz
Stephen Steglitz

 

 

PDF download Q3 2017 : Municipal Market Update

Past issues:     Q2 2017     Q1 2017