Portfolio Manager Q&A: Information Technology Sector

The Information Technology sector comprised just over 16.5% of the S&P 1500 Index at the end of 2007. As of September 2017, the Information Technology sector grew to comprise over 22% of the Index and became the largest sector by market cap weight.

Finding Superior Active Managers

Research in behavioral finance over the last two decades suggests that superior managers do exist. We see how superior managers behave, we know what they look like, and we believe we know how to find them.

Top 15 Reasons Why Investors Have Missed the Bull Market

From the recession bottom March 9, 2009, through May 26, 2017, the S&P 1500 Index has gained 332.1%, meaning $1.00 invested in the index and held over that period would have grown to $4.32.

Bond Bubble?

We have heard a lot of chatter recently regarding the corporate bond market. In particular, we are hearing concerns about the amount of debt companies are taking on and their ability to honor their obligations.

Portfolio Manager Q&A: The Energy Sector

Give us some perspective on recent oil prices. Oil prices reached their highs for 2014 on June 19th, as the spot price for Brent crude topped out at $115.06 per barrel. Since then, oil has struggled, declining 75.56%, to a low of $26.21 per barrel on February, 11 2016.

I have some good news and some bad news. Which do you want first?

Give us some perspective on recent oil prices. Oil prices reached their highs for 2014 on June 19th, as the spot price for Brent crude topped out at $115.06 per barrel. Since then, oil has struggled, declining 75.56%, to a low of $26.21 per barrel on February, 11 2016.