In this article, we show returns of portfolios comprised of high-ESG scoring companies. More importantly, we use attribution analysis to show contributions from sector, industry and stock selection within these portfolios.
A review of bonds, domestic equities, and international equities at the four-month mark of 2018.
Dr. Craig Callahan of ICON Advisers explores whether it’s time for advisers to consider small-cap stocks in their client portfolio.
The stock market’s recovery is approaching the nine year mark and appears to have the potential to continue for a few more years.
We suspect the slope of the linear regression line is not as steep as those who use P/E to attempt to predict future returns believe.
“Further research into active management has helped this organization hone it’s criteria for finding superior active managers.”