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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

From the Desk of the CIO: Q4 2018 Market Update

Posted by Michael Parker, CFA on 1/25/19 8:45 AM

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

Macro Backdrop

The fourth quarter of 2018 marked the period where the Fed removed the training wheels that it had been deploying for nearly the prior decade; at least that's the best way to categorize the market's perception.

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Topics: Current Events, Asset Management

From the Desk of the CIO: Q3 DGO Update Part 2

Posted by Michael Parker, CFA on 11/9/18 8:45 AM

The following is an excerpt from our recently published Q3 Dynamic Growth Opportunities (DGO) Update, which is available here to download.

As a strategy with aspirations to outperform over the long-run, i.e. 3+ years out, we pay close attention to the shorter duration scoreboard but know that this is an exercise prone to fluctuations. A fully-invested portfolio with broad sector exposure as DGO is, our strategy will be prone to fluctuations where price deviates from value. Our focus is always on the net outcome, as monthly relative performance accrues to longer-term results, in both up and down markets. 

Top Portfolio Contributor: Square, Inc. Class A [SQ]: +60.6%

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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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May 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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