Client Conference Call – 10/27/2017

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Focus: Providing an energy update, highlighting the yield spread between MLPs and other yield alternatives. Discussing broad exposure to artificial intelligence, electric cars, autonomous self-driving vehicles and robotics C. Troy Shaver, Jr. – Chief Executive Officer, Chief Investment Officer & Sr. Portfolio Manager...
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Quarterly Commentary March 2017

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With a new President inaugurated and a torrent of Executive Orders issued, financial markets rapidly tried to discount in the winners and losers of the new administration’s policies. The “Trump Rally” turned into flailing volatility, as every new action of statement made...
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Quarterly Commentary: January 2017

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If there was a year of dark horse outcomes, 2016 will be one long-remembered. With an election year in the U.S., the presidential race dominated the news and the year was full of what seemed to be the most caustic political rivalry...
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Quarterly Commentary: October 2016

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As we enter autumn and the last quarter of the year, it is hard to think of the stock market without the cloud of election coverage. The presidential election cycle, and its effect on the stock market have been widely studied and...
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Quarterly Commentary: July 2016

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No matter what occurred during the quarter economically and in the financial news, Brexit stole the spotlight. The United Kingdom’s vote for independence from the European Union was not well discounted into financial markets, hence the market’s shock on the Friday after...
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Quarterly Commentary: April 2016

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OH, WHAT A QUARTER! Among tradable long term market anomalies that many long-time portfolio managers try to take advantage of is the January Effect, where the losers of the previous year rebound in the opening weeks of the new year. This year...
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