Equity Blog

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Need a New Year’s Resolution? Try Reducing Concentration Risk in Your Equity Portfolio

December 16, 2019

Losses from large drawdowns are hard to recoup. That is why we continue to favor a balanced approach to risk.

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Volatility: Why Do We Care? The True Cost of a Drawdown

November 19, 2019

Drawdowns can have a more profound impact on portfolio growth than investors may realize.

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The Unintended Consequences of Momentum Stocks’ Recent Breakdown

September 18, 2019

Can momentum stocks increase investors’ exposure to interest-rate volatility? Short answer: Yes

Sell in May and… Stay tuned

June 17, 2019

As Momentum expands, Growth’s exposure increases. Navigating this risk requires investors to assess their full exposure to Momentum.

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