ICON Story
ICON Advisers is a boutique firm based in Greenwood Village, Colorado, and since its inception, ICON has employed a unique and disciplined investment approach to the way we manage assets.
Entries by Kevin Scott
Stocks: Expensive or Cheap?
There is disagreement on value regarding the overall stock market. ICON thinks stocks, in general, are underpriced relative to their intrinsic value but many analysts are stating stocks are expensive. We presume analysts who think stocks are expensive are basing their views on the broad market P/E. Who’s right, and why the disagreement?
Individual Investor Sentiment: Are Low Bullish Readings a Rational Representation or Do They Signal a Buying Opportunity?
At ICON, we invest according to our valuation system and don’t rely on emotions. We also believe that the market leads the economy. Therefore, if one sees low bullish readings of AAII sentiment as contrarian, the current market could actually be a historic buying opportunity.
ICON Strategy-Based Investing: Global Moderate Update
The SBI Portfolios buy and hold the best strategies and the most strategy consistent managers in those strategies according to our system. In using this process we’ve observed that the effectiveness of each strategy may vary through changing economic and financial market conditions. One such example during this most recent market volatility is ICON’s SBI Global Moderate Portfolio
Mr. Market 2020
It seems timely to recall a metaphor described by Benjamin Graham, the ultimate value investor. In reference to the stock market, he wrote of “Mr. Market.”
ICON’S U.S. INCOME PORTFOLIO: HELPING YOUR CLIENTS NAVIGATE THE CURRENT CRISIS AND VOLATILE MARKET SETTINGS
Our U.S. Income portfolio seems to be handling this market downturn very well. The U.S. Income portfolio’s combination of bonds, utilities & dividend oriented equities is very important to us, the secret sauce if you will.
It’s Money Supply not Interest Rates
There are two popular views regarding the economy and monetary policy. One is that the U.S. economy is on the edge of tipping into recession. The second is that with interest rates so low, the Federal Reserve (FED) does not have the ability to stimulate the economy.
Corporate Buy Backs
The activity of public corporations repurchasing previously issued shares has become a topic of controversy lately as two U.S. senators have proposed…
ESG Investing
In this article, we show returns for portfolios comprised of high-ESG scoring companies. More importantly, we use attribution analysis to show contributions from sector, industry, and stock selection within these portfolios.
ICON Advisers, Inc.
5299 DTC Blvd., Suite 1200
Greenwood Village, CO 80111