Commentary

Advisory Research & North Square Investments

by Advisory Research on May 15, 2024

Advisory Research & North Square Investments

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments discuss the high-conviction equity strategy of Advisory Research Investment Management with Matt Swaim, Managing Director and Executive Chairman. Advisory Research is a partner firm in the North Square …

Read More

Strategies: News

Interview with a Capital Allocator: Investment Performance

by Advisory Research on May 09, 2024

Interview with a Capital Allocator: Investment Performance

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …

Read More

Strategies: Partners

Interview with a Capital Allocator: Engagement with Portfolio Companies

by Advisory Research on May 07, 2024

Interview with a Capital Allocator: Engagement with Portfolio Companies

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …

Read More

Strategies: Partners

Interview with a Capital Allocator: Investment Strategy

by Advisory Research on May 02, 2024

Interview with a Capital Allocator: Investment Strategy

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …

Read More

Strategies: Partners

Interview with a Capital Allocator: Small Cap Opportunities

by Advisory Research on April 30, 2024

Interview with a Capital Allocator: Small Cap Opportunities

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including th …

Read More

Strategies: Partners

If Volatility Rises, Dividend Growth Should Outperform

by Justin Lamb on April 08, 2024

If Volatility Rises, Dividend Growth Should Outperform

MARCH 2024 - Select Dividend If there is one thing markets dislike, it is uncertainty There has been growing certainty that 1) inflation is easing and 2) as a result, the Fed will cut rates somewhat aggressively later in 2024. Volatility markets have reflected this consensus, with the …

Read More

Strategies: Select Dividend

Equity Markets: What to Expect When You’re Electing

by Justin Lamb on March 21, 2024

Equity Markets: What to Expect When You’re Electing

MARCH 2024 - Select Dividend EXPECT VOLATILITY TO RISE Since 1950, volatility heading into the Presidential election has been elevated relative to the median annual trend. However, short term volatility tends to fall in the 4th quarter and remain relatively low during the year after. …

Read More

Strategies: Select Dividend

Why Money Market Liquidity Might be a 2025 Story

by Adam Steffanus, CFA on February 08, 2024

Why Money Market Liquidity Might be a 2025 Story

JANUARY 2024 Equities benefit when rates fall, and liquidity exits the money market On a calendar year basis, the S&P 500 performed well during years after the end of a Federal Reserve tightening cycle when money market (“MM”) flows were negative by at least 7%. Considering 2023 s …

Read More

Strategies: Select Dividend

History suggests the post-pause rally is just beginning

by Michael Valentinas on December 15, 2023

History suggests the post-pause rally is just beginning

NOVEMBER 2023 Real rates are restrictive by many measures Real interest rates account for inflation and are often considered restrictive at levels > zero. With the real Fed Funds rate* and yields on inflation protected bonds (TIPS) positive and rising, real rates are indeed restric …

Read More

Strategies: Select Dividend

Simplify your Allocation

by Adam Steffanus, CFA on December 14, 2023

Simplify your Allocation

September 2023 A single global equity portfolio may be all the exposure you need 30 years ago, equities were a complicated asset class, but today, there is a much wider opportunity set of more complex and illiquid alternatives. In that case, simplifying your equity allocation to a sin …

Read More

Strategies: Select Dividend
1 2 3

Subscribe by email