Insights from SWS Partners

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Our Blog

Strategic Dividend Growth (SDG) Enhancement

Posted by Michael Parker, CFA on 6/21/19 8:45 AM

The following is an excerpt from our recently published white paper detailing the enhancements to our Strategic Dividend Growth strategy.  

We continue our quest to find opportunities to unleash institutional approaches to the benefit of our private wealth clients. Today that translates into an enhancement to our Strategic Dividend Growth (SDG) strategy. The premise of this enhancement is to take best practices deployed by multi- billion dollar institutions and avail them to individual investors, while simultaneously avoiding compromises that would prohibit success by the future institutional or private wealth client. The first stage of this strategic roadmap deployment was the launch of our equity growth strategy, Dynamic Growth Opportunities (DGO), which began trading May 1, 2018, and recently celebrated its first full year as a stand-alone mandate.

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Topics: Asset Management

Creating an Ecosystem for Sophisticated Investors to Gain an Edge

Posted by Philip Kessler, JD on 6/14/19 8:45 AM

If you have been following 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. Computers do this stuff now and the services themselves are a commodity, so we don’t think that investors should pay for it.

So how can investors gain an edge?

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Topics: Asset Management, Financial Planning

Automation & Empathy for Clients (and future Clients)

Posted by Frank Parker and Philip Kessler, JD on 5/31/19 8:45 AM

One of our obsessions at SWS Partners is thinking about the role of the advisor and how to build the most value for clients.  One powerful driver of value comes from automating everything that can possibly be automated within a firm’s business, especially today where the actual products and investments in any given portfolio are increasingly commoditized.

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Topics: Technology & Investing, Financial Planning

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

Strategy Fact Sheets
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July 2019 Dynamic Growth Opportunities

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July 2019 Strategic Dividend Growth

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Strategy Resources
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July 2019 Dynamic Growth Opportunities Portfolio Review

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June 2019 Strategic Dividend Growth Enhancement

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May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

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Other 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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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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