Insights from SWS Partners

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Our Blog

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

The Financial Planning Industry can Learn from the Healthcare Industry

Posted by Frank Parker on 9/13/19 8:45 AM

Good healthcare is often the result of patients having access to a group of diverse specialists. Imagine a scenario where you had a complex health issue and your only option was to see an orthopedic surgeon. This would be far from ideal, however, this type of scenario regularly occurs in the financial planning industry, as all members of the team typically have the same role.

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Topics: Investment Advice, Financial Planning

Venture Capital for Private Investors–Part 3 of 3: Size Matters

Posted by Philip Kessler, JD on 8/23/19 8:45 AM

In Parts 1 and 2 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of private companies and the macro backdrop related to investing in these types of companies. Here, we will share why size matters for private deals.

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Topics: Technology & Investing, Asset Management

Fed Independence, Interest Rate Cuts, and the Importance of Yield

Posted by Michael Parker, CFA on 8/16/19 8:45 AM

The consensus heading into 2019 was that the Federal Reserve’s Open Market Committee would raise the federal funds rate three times this year. Instead, the benchmark lending rate was cut last month for the first time since 2008. Concerns over a global slowdown, trade wars, and yield curve inversion have given the Fed air cover to be “proactive.”

Reading between the lines, however, we find it hard to determine if the rate hike is consistent with the Fed’s mandate of price stability and maximum employment. 

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Topics: Current Events, Asset Management

Strategy Fact Sheets
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Dynamic Growth Opportunities (Nov 2019): Access Here

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Strategic Dividend Growth (Nov 2019): Access Here

Strategy Resources
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Dynamic Growth Opportunities 3Q2019 Update: Access Here

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Dynamic Growth Opportunities 2Q2019 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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