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Michael Parker, CFA

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DGO's Top Contributor and Detractor

Posted by Michael Parker, CFA on 5/17/19 8:45 AM

The following is another excerpt from our recently published Dynamic Growth Opportunities (DGO) portfolio update, which is available here to download.  Here, we highlight the top contributor and detractor in the portfolio, along with a brief commentary for each.

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Topics: Asset Management

Our DGO Strategy Turns One

Posted by Michael Parker, CFA on 5/3/19 8:45 AM

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

After spending nearly a decade within the captive walls of a $100B institution, our Dynamic Growth Opportunities ("DGO") strategy emerged one year ago, formally launching on May 1, 2018. The end result is an equity strategy representing the full embodiment of institutional-grade best practices honed over a decade.

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Topics: Asset Management

From the Desk of the CIO: Q4 DGO Update (Part 2)

Posted by Michael Parker, CFA on 2/15/19 8:45 AM

The following is another excerpt from our recently published Q4 Dynamic Growth Opportunities (DGO) update, which is available here to download.

Raison D'être: Alpha Delivery

In terms of the 53 positions held in our strategy, only four netted a positive return during the fourth calendar quarter. On a relative basis, 26 fared better than our index, as market volatility proved difficult to circumvent for any long-term focused investor.

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Topics: Current Events, Asset Management

From the Desk of the CIO: Q4 2018 Market Update (Part 2)

Posted by Michael Parker, CFA on 2/8/19 8:45 AM

The following is another excerpt from our recently published Q4 Market Update, which is available here to download.

The disclaimer of past performance not being indicative of future results is one plastered across every financial publication containing any hint of financial advice. And, although it's an assumption that market technicians hold as truths, we find utility in observing the past in the exercise of context. 

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Topics: Current Events, Asset Management

From the Desk of the CIO: Q4 DGO Update

Posted by Michael Parker, CFA on 2/1/19 8:45 AM

The following is an excerpt from our recently published Q4 Dynamic Growth Opportunities (DGO) update, which is available here to download.

The start of a new year makes for an opportune time to reflect, and with the understanding the equity markets in 2018 can be anxiety invoking for an equity investor. This update will address market volatility head-on, namely in our macro backdrop analysis. We see 4Q2018 as a period where price temporarily deviated from value, where inherently less liquid periods saw increased panic selling, and where a peak-to-trough drawdown of 20% delivered a correction many feared was imminent.

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Topics: Current Events, Asset Management

Our Resources
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May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

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April 2019 Dynamic Growth Opportunities Fact sheet

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Our Research
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March 2019 From the Desk of the CIO: Unleashing Asset Allocation Benefits

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January 2019 From the Desk of the CIO: Q4 2018 Market Update

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December 2018 From the Desk of the CIO: Volatility in Context

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October 2018 From the Desk of the CIO: Q3 2018 Market Update

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July 2018 From the Desk of the CIO: Q2 2018 Market Update

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July 2018 From the Desk of the CIO: Growth Becoming "The Market"

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April 2018 From the Desk of the CIO: The Current Opportunities

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SWS 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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