Despite the overall bearish sentiment, corporate fundamentals are strong and we outline an equity strategy that focuses on the two most visible methods in which corporations can deliver value to shareholders: dividends and stock buybacks.
Read more: Investment Commentary (PDF)
In the biblical story (Genesis 41) when Joseph interprets the Pharaoh’s dream, he correctly forecasts seven years of plenty followed by seven years of famine. There are parallels in the current global economy: a major financial crisis is almost always followed by a period of deleveraging.
Read more: Portfolio Manager Insights. (PDF)
The EquityCompass indices measure the performance of stocks with extreme investment characteristics. Monitoring for extreme conditions is insightful for understanding performance trends and outlier market conditions. The indices represent 50 stocks from the EquityCompass universe of approximately 3,500 stocks that meet the specified investment characteristic: either mega (i.e., greatest) or micro (i.e., least).
Click to view: EquityCompass Performance Monitor - December 2011 (PDF)
The Update & Review is our monthly publication that provides commentary, analysis, and investment insights for stock selection and portfolio management.
Recent Issues
- December 2011 (PDF)
- November 2011 (PDF)
- Fall 2011 (PDF)
