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A Digitally-Enabled Recovery

Posted by Mike Parker, CFA and Kurt Grove, CFA on 7/29/20 11:41 AM

The following is an excerpt from our SWS Growth Equity quarterly update, our internally-managed strategy based upon an institutionally-designed investment process.

Evidence shows that exposure to the digital enablers is an increasingly critical investment consideration. What was previously a future-proofing exercise has now become a critical pandemic navigation tool. We started to assemble data behind this thesis as they unfolded closer to the eye of the storm back in March/April/May, but the first June-quarter cohorts are echoing the same sentiment: many demand shifts are structural rather than cyclical.

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Topics: Current Events, Asset Management, Growth Equity Commentary

SWS Growth Equity July Strategy Update

Posted by Mike Parker, CFA and Kurt Grove, CFA on 7/23/20 3:02 PM

The following is an excerpt from our recently published SWS Growth Equity 2Q Strategy Update, which is available here to download. 

The second quarter was far from typical. The good news, we see our portfolio’s positioning in alignment with the sustainable drivers behind the market recovery’s shape. Indicators that we identified closer to the storm’s eye (back in March, April, and then May) have been reinforced by subsequent data releases, and it all revolves around exposure to the digital enablers as a key thesis component. This helps to clear the path through prolonged periods of uncertainty and impaired visibility. We take a stab at quantifying the economic magnitude that the market will be tasked to predict later in Market Perspective (see full quarterly here), but July demand proxies continue to net out to continued improvement.

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

Strategy Fact Sheets
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SWS Growth Equity (July 2020): Access Here

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SWS Dividend Equity (July 2020): Access Here

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SWS Balanced Income (June 2020): Access Here

Strategy Resources
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Growth Equity 2Q2020: Access Here

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Growth Equity 1Q2020: Access Here

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Dynamic Growth Opportunities 4Q2019: Access Here

Other Research
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Unleashing Asset Allocation Benefits (Mar 2019): Access Here

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4Q2018 Market Update: Access Here

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Volatility in Context (Dec 2018): Access Here

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3Q2018 Market Update: Access Here

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2Q2018 Market Update: Access Here

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

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The Current Opportunity (Apr 2018): Access Here

In the News
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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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