Networks - Investment Strategy

It has been a great start to 2019 in the marketplace, beginning with impact investors making strong returns. Next, notable companies are being acquired or completing IPOs. Opportunity Zones are a hot topic, and many investors have been asking about an OZ fund.

Private markets investments remain poised to play an increasingly important role in the portfolios of individual and family investors seeking the compelling long-term outperformance and diversification characteristics of the asset class.

There is a lot to like in the Consumer Discretionary sector, particularly for investors in search of companies with significant growth opportunities and sustainable competitive advantages. With millennials currently representing over a quarter of the U.S.

There is not a lot of data to call upon to glean the performance of direct private investments; however, based on a large, robust study focused on institutional investors, family offices should know that the performance of this type of investing has been mixed at best.

Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may also offer sources of return that may not be evident at first glance.

Despite ongoing discussions meant to defuse tensions and a 90-day “truce” between U.S. and China, the trade tariff issue has not gone away. Well-entrenched globalization trends are unlikely to be reversed, but protectionism could weigh on growth. Other global and non-U.S.

The Democrats regained control of the House of Representatives, and the Republicans added to their majority in the Senate. The prospect of a divided Congress, especially in the current hyper-partisan era, is likely to mean very little new legislation enacted in the next two years.

Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. However, investors have largely overlooked a more attractive subset of international equities: small capitalization stocks.

While hosting a daily morning meeting, Paul Chew at Brown Advisory, was asked: What are the most important lessons you learned from managing through the technology bubble in 2000-2001 and the financial crisis of 2008-2009? Circling back to the question and to his early career when he was

Hedge funds have disappointed investors for almost a decade; even before accounting for fees and taxes, results have trailed a traditional 60 equity/40 bond balanced portfolio over the 10-year period ending in December 2018.