Advisor Insight 22018-04-17T07:31:16+00:00

AdvisorInsights Header

Engage Your Clients

More Facts

Bull Run Continues

As of August 11, 2015, the S&P 500 has gone 1,407 days without a 10% correction. That’s the second longest span of consecutive days without such a correction dating back to 1945. According to investment commentator Barry Ritholtz, bull market rallies (since 1945) tend to last an average of 221 days before we see a 10% pullback. So we are in rare territory. (Source - Q3 Research)
More Facts
Market Data

Market Performance

July was a bounce back month for U.S. equity markets, with the S&P 500 Index, Dow Jones Industrial Average, and Nasdaq up 1.97 percent, 0.40 percent, and 2.84 percent, respectively not including dividends. (Source - Morningstar)
Market Data

Advisor Update

Embracing Volatility Mesa is Up 10.4% YTD*

Tactical management strategies seek to add value by capitalizing on short-term opportunities in the markets. At Q3 we have several tactical strategies each utilizing slightly different approaches to money management. Since Mesa has been our top performer this year, we've had some questions about what makes it different from our other tactical strategies like Cipher or Xantus.

We refer to Mesa as a "strategy-of-strategies" because it combines multiple tactical approaches. That doesn't mean we just combine two strategies to make a third. Mesa is designed to take components of our successful strategies and apply them in a different way. For example, Mesa might utilize a methodology found in Cipher but apply it to leveraged funds. Then combine that with components from one of our bond strategies to meet a target risk level. Another difference is that it has the flexibility to change approaches based on our Management Team's view of the market. It won't change day-to-day but it can change when the market environment does. ...Read More

performance1

Market Metrics

 

 

 

Skip to toolbar