Insights from SWS Partners

Add heading
Our Blog

Philip Kessler, Managing Partner

Recent Posts

From Alpha to Beta

Posted by Philip Kessler, Managing Partner on 7/9/21 8:35 AM

As we continue to emerge from the pandemic we are again provided with an opportunity to revisit existing ideas in a new and fresh way.  The most recent stress test of the economy, markets, and ourselves delivered by the pandemic of the past 15 months shouldn’t be wasted, particularly when it comes to equity investing.


Read More

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

Strategy Fact Sheets
Initial_S_final_black copy

SWS Growth Equity (Sep 2021): Access Here

 
Initial_S_final_black copy

SWS Dividend Equity (Sep 2021): Access Here

 
Initial_S_final_black copy

SWS Balanced Income (Sep 2021): Access Here

 
 
Strategy Resources
Initial_S_final_black copy

Growth Equity 3Q2021: Access Here

Initial_S_final_black copy

Growth Equity 2Q2021: Access Here

Initial_S_final_black copy

Growth Equity 1Q2021: Access Here

Initial_S_final_black copy

Growth Equity 4Q2020: Access Here

Initial_S_final_black copy

Growth Equity 3Q2020: Access Here

Initial_S_final_black copy

Growth Equity 2Q2020: Access Here

Initial_S_final_black copy

Growth Equity 1Q2020: Access Here

Other Research
Initial_S_final_black copy

Unleashing Asset Allocation Benefits (Mar 2019): Access Here

Initial_S_final_black copy

4Q2018 Market Update: Access Here

Initial_S_final_black copy

Volatility in Context (Dec 2018): Access Here

Initial_S_final_black copy

3Q2018 Market Update: Access Here

Initial_S_final_black copy

2Q2018 Market Update: Access Here

Initial_S_final_black copy

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

Initial_S_final_black copy

The Current Opportunity (Apr 2018): Access Here

In the News
Pensions&Investments

Ohio PERS alums target institutional growth at SWS

Read More

bd4d7ec4f1db2c78c643d6e8523347bc1d5db37e-290

How Technology's Massive Impact On Investing Can Help Shareholders

Read More

FR-Square-Logo-no-banner

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

Read More

index

FA Magazine: Running Leaner And Meaner With Tech

Read More