Recent Commentary

The hardest task of investment decision-making is balancing all sides in the midst of a brutal bear market. However, good investment decision-making requires that we do so and we offer 10 reasons to balance the preponderance of negative news.

Read more: Investment Commentary (PDF)

 

Portfolio Manager's Insights

Introducing the Bear Recovery Ranking (BRR) to identify stocks that are disproportionately expected to benefit from a market rally. The BRR is comprised of mostly risk attributes that suffer the most in a bear market and while these characteristics are not sustaining over a market cycle, they have their moments of stunning performances.

Read more: Portfolio Manager Insight. (PDF)

 

EquityCompass Indices

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 over 3,000 stocks that meet the specified investment characteristic: either mega (i.e., greatest) or micro (i.e., least).

Click to view: EquityCompass Performance Monitor - Dec. 2008 (PDF)

 

EquityCompass Update & Review

The Update & Review is our monthly publication that provides commentary, analysis, and investment insights for stock selection and portfolio management.
 

Recent Issues

 

  • Stifel Separate Account
  • Institutions
  • Third-Party
  • Research Subscribers
EquityCompass Strategies is a research and investment advisory unit of
Choice Financial Partners, a wholly owned subsidiary of Stifel Financial Corp. Registered Investment Advisory services offered through Choice Financial Partners.