Insights from SWS Partners

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Our Blog

CES 2020: What We Learned, What's Coming

Posted by Michael Parker, CFA on 1/31/20 8:10 AM

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

Our routine due diligence efforts continue to reveal evidence supporting the thesis of a bifurcated market, one where growth indices encompass a larger number of companies that are more adept at leveraging innovation to capture market share in comparison to the value cohorts. For anyone with hopes of keeping pace with the broader market, we see this as a mandate for having a growth mindset. Our recent due diligence trip to Consumer Technology Association’s CES conference highlighted many examples of this unfolding.

 

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Topics: Investing in the Future, Technology & Investing, Current Events, 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.

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

Venture Capital for Private Investors–Part 3 of 3: Size Matters

Posted by Philip Kessler, JD on 8/23/19 8:45 AM

In Parts 1 and 2 of our Venture Capital Investing for Private Investors series, we discussed how technology has enabled more investors to harness the growth potential of private companies and the macro backdrop related to investing in these types of companies. Here, we will share why size matters for private deals.

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Topics: Technology & Investing, 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

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

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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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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