In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at investment risk: how to define it, measure it and manage it. He approaches the question from the top-down perspective of asset allocation and portfolio construction, and then explores how our analysts and portfolio managers address the issue when allocating capital. For a preview of the article, watch this video.
Also in this issue, Senior Investment Analyst Tom Martin discusses the pitfalls of the value vs. growth investing framework and looks at our preferred model: quality and discount to intrinsic value. For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees. As always, we review the markets and provide an update on our current portfolio positioning and priorities.
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PB-2017-10-26-1764 Expires 10/31/2019