Written by J. Cannon Carr, Jr. on December 18, 2018
Stocks in the US are reportedly off to their worst December since 1931. More saliently, most every market is now in “correction” (down 10%), with some markets and sectors already in a bear market (...
Written by J. Cannon Carr, Jr. on November 14, 2018
With the mid-term elections behind us[1], we believe three issues will continue to dominate markets for the near-term:
The intensity of trade wars between the US and China
Plans by the Fed to raise...
Written by J. Cannon Carr, Jr., Jeffrey P. Moeller, CFA, Joshua G. Tucker, CFA on November 8, 2018
Growth stocks—generally, stocks of companies with above-average revenue growth and strong returns on equity—have had a superlative year so far. In fact, they have done very well since the Great...
Written by J. Cannon Carr, Jr., Jeffrey P. Moeller, CFA, Derek M. Tubbs, Joshua G. Tucker, CFA on October 9, 2018
The Fundametrics® Small Cap Value strategy returned 1.71% for the quarter, vs. the Russell 2000 Value’s 1.60%.
Despite our slight edge, this remains a challenging market for Value investors. Factor...
