Blog
The Company is Not the Stock
“As the stock price was going the wrong way, everything inside the company was going the right way.” With these words, founder & CEO Jeff Bezos described the disconnect during the Dot-com Bubble between how Amazon’s stock (AMZN) and Amazon the company were...
Q4 2021 Recap & Outlook
In what was generally a strong year for the economy and for equity markets, the last six weeks of 2021 were dominated by the emergence of another COVID variant – this time Omicron. The shortened trading session on Friday after Thanksgiving is usually a positive day...
A Federal Reserve Willing to Act and Adapt
The Centers for Disease Control and Prevention (CDC) confirmed the first United States COVID-19 case on January 20, 2020. By March 13, 2020, President Trump had declared a national emergency and the Federal Reserve (Fed) stepped in with a broad array of accommodative...
What Makes a Fundamental Growth Stock?
In the profile sheet of our Fundamental Growth strategy we describe it as: A high-quality equity portfolio of well-managed, fast-growing companies with strong balance sheets. The portfolio employs a disciplined, proprietary and research-driven investment process....
Q3 2021 Recap & Outlook
September lived up to its reputation for being a rough month for stocks and broke the string of back-to-back gains in July and August. Despite the pullback, the broad market eked out another positive full quarter, and the S&P 500 remains solidly positive for the...