Insights from SWS Partners

Add heading
Our Blog

SWS Growth Equity 4Q Strategy Update

Posted by Michael Parker, CFA on 1/24/20 9:02 AM

The following is an excerpt from our recently published SWS Growth Equity 4Q Strategy Update, which is available here to download. 

The start of a new decade provides a natural reflection juncture, and we’re using this quarterly as an opportunity to reflect on the strategic merits of our growth equity strategy. This exercise is highly congruent with how we manage portfolios, as we’re constantly assessing whether assumptions formed at position entry remain relevant over time across SWS Growth Equity. Reflecting upon the strategy’s prior twenty months of general availability to the public, along with its nine-year foundation inside a multi-billion-dollar institution, we’re very pleased with our results thus far. We believe our thesis of a continued market bifurcation continues to hold water, and we see our investment process as being purpose built for relative value creation at the benefit of our clients.

Read More

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

Dynamic Growth Opportunities Q3 Strategy Update

Posted by Michael Parker, CFA on 11/6/19 8:54 AM

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

Having crossed into “longest bull market in history” territory earlier this year—the exact cross-over point dependent upon one’s definition—the current environment tends to be a powder keg for fearmongers. Any economic data point surfacing with the faintest hint of negative interpretation becomes a smoking gun for the long-overdue downturn. This is not to say we’re declaring “clear skies,” nor is there any shortage of overhangs capable of festering into debilitating wounds that could impair economic growth. However, for various reasons that we’ll explore, it’s possible that the public equity markets might not be the primary victim to a pricing correction. Rather, evidence of a bubble that has yet to pop entirely, but undoubtedly has started to lose pressure, might be on the fringes of the public markets, namely large private companies eyeing to go public or those who recently have listed.

Read More

Topics: Technology & Investing, Current Events, DGO Commentary, Asset Management

Strategy Fact Sheets
Initial_S_final_black copy

SWS Growth Equity (July 2020): Access Here

Initial_S_final_black copy

SWS Dividend Equity (July 2020): Access Here

Initial_S_final_black copy

SWS Balanced Income (June 2020): Access Here

Strategy Resources
Initial_S_final_black copy

Growth Equity 2Q2020: Access Here

Initial_S_final_black copy

Growth Equity 1Q2020: Access Here

Initial_S_final_black copy

Dynamic Growth Opportunities 4Q2019: 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
Forbes logo

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