Insights from SWS Partners

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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

Venture Capital for Private Investors–Part 2 of 3: Macro Backdrop

Posted by Philip Kessler, JD on 8/9/19 8:45 AM

In Part 1 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of these companies. Here, we will share some macroeconomic considerations specific to this asset class.

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Topics: Technology & Investing, Asset Management

Dynamic Growth Opportunities Q2 Strategy Update

Posted by Michael Parker, CFA on 7/26/19 8:45 AM

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

As a fundamentally-based active equity manager, the core to value delivery for our clients is our continual ability to discern which companies' equity values will be disproportionately rewarded. In the same fashion that we relentlessly scour the investable universe to uncover companies better at adapting to an increasingly dynamic market, we also consistently reflect inwardly to ensure that our investment process remains sufficiently adaptable at uncovering the winners of today, as well as those that will unfold over the next decade and beyond.

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Topics: Asset Management

Venture Capital for Private Investors–Part 1 of 3: Greater Access

Posted by Philip Kessler, JD on 7/19/19 8:45 AM

Consistent with our mantra of delivering contemporary solutions to sophisticated investors, SWS Partners is continuously developing expanded opportunities for our clients. To do so, we have prioritized staying abreast of changing trends and demographics. The confluence of these factors has led us to spending more time and attention on venture capital investing. We simply define venture capital investing as investments in high growth, private companies, or those that are not listed on an exchange, such as the New York Stock Exchange or NASDAQ. Peloton, SoFi, Instacart, SpaceX, and Airbnb are common examples that fit this definition.

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Topics: Technology & Investing, Asset Management

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

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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