Insights from SWS Partners

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Our Blog

CES 2020: What We Learned, What's Coming

Posted by Michael Parker, CFA on 1/31/20 8:10 AM

The following is an excerpt from our SWS Growth Equity quarterly update, our internally-managed strategy based upon an institutionally-designed investment process.

Our routine due diligence efforts continue to reveal evidence supporting the thesis of a bifurcated market, one where growth indices encompass a larger number of companies that are more adept at leveraging innovation to capture market share in comparison to the value cohorts. For anyone with hopes of keeping pace with the broader market, we see this as a mandate for having a growth mindset. Our recent due diligence trip to Consumer Technology Association’s CES conference highlighted many examples of this unfolding.

 

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Topics: Investing in the Future, Technology & Investing, Current Events, Asset Management

SWS Growth Equity 4Q Strategy Update

Posted by Michael Parker, CFA on 1/24/20 9:02 AM

The following is an excerpt from our recently published SWS Growth Equity 4Q Strategy Update, which is available here to download. 

The start of a new decade provides a natural reflection juncture, and we’re using this quarterly as an opportunity to reflect on the strategic merits of our growth equity strategy. This exercise is highly congruent with how we manage portfolios, as we’re constantly assessing whether assumptions formed at position entry remain relevant over time across SWS Growth Equity. Reflecting upon the strategy’s prior twenty months of general availability to the public, along with its nine-year foundation inside a multi-billion-dollar institution, we’re very pleased with our results thus far. We believe our thesis of a continued market bifurcation continues to hold water, and we see our investment process as being purpose built for relative value creation at the benefit of our clients.

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Topics: Investing in the Future, Current Events, DGO Commentary, Asset Management

Creating an Ecosystem for Sophisticated Investors to Gain an Edge

Posted by Philip Kessler, JD on 12/20/19 9:20 AM

If you have read any of our briefings, you know that we have a blunt view of the financial services industry and how sophisticated investors can gain an edge in mitigating financial complexity and planning for their financial destinations. We have stated ad nauseam that there’s no longer a secret sauce when it comes to asset allocation or portfolio rebalancing. If computers can do it, why should investors overpay for it?

So how can investors gain an edge?

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Topics: Asset Management, Financial Planning

A Public Equity Border Crisis

Posted by Michael Parker, CFA on 11/15/19 8:12 AM

Our institutional management approach and portfolio due diligence extract actionable insights—and that benefits our clients. For example, in our latest DGO quarterly update, we explored how those calling for a long-overdue market correction are incorrectly pointing the finger at public equities and overlooking one unraveling along the perimeter. Perhaps large private companies who have recently gone public, or those eyeing public share issuance, may be the more likely victims on the chopping block.

Mike Parker outside of the WeWork coworking space in Detroit, Michigan.

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Topics: Current Events, Asset Management

Dynamic Growth Opportunities Q3 Strategy Update

Posted by Michael Parker, CFA on 11/6/19 8:54 AM

The following is an excerpt from our recently published Dynamic Growth Opportunities (DGO) portfolio update, which is available here to download. 

Having crossed into “longest bull market in history” territory earlier this year—the exact cross-over point dependent upon one’s definition—the current environment tends to be a powder keg for fearmongers. Any economic data point surfacing with the faintest hint of negative interpretation becomes a smoking gun for the long-overdue downturn. This is not to say we’re declaring “clear skies,” nor is there any shortage of overhangs capable of festering into debilitating wounds that could impair economic growth. However, for various reasons that we’ll explore, it’s possible that the public equity markets might not be the primary victim to a pricing correction. Rather, evidence of a bubble that has yet to pop entirely, but undoubtedly has started to lose pressure, might be on the fringes of the public markets, namely large private companies eyeing to go public or those who recently have listed.

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Topics: Technology & Investing, Current Events, DGO Commentary, Asset Management

Strategy Fact Sheets
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SWS Growth Equity (Jan 2020): Access Here

 

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SWS Dividend Equity (Jan 2020): Access Here

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SWS Balanced Income (Jan 2020): Access Here

Strategy Resources
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Dynamic Growth Opportunities 4Q2019 Update: Access Here

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Dynamic Growth Opportunities 3Q2019 Update: Access Here

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Strategic Dividend Growth Enhancement (Jun 2019): Access Here

Other Research
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Unleashing Asset Allocation Benefits (Mar 2019): Access Here

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4Q2018 Market Update: Access Here

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Volatility in Context (Dec 2018): Access Here

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3Q2018 Market Update: Access Here

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2Q2018 Market Update: Access Here

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Growth Becoming "The Market" (Jul 2018): Access Here

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The Current Opportunity (Apr 2018): Access Here

In the News
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How Technology's Massive Impact on Investing Can Help Shareholders

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The Financial Revolutionist: Investment management's "galling reality."

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FA Magazine: Running Leaner And Meaner With Tech

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