There Is No Such Thing As A Forever Stock
A recent transaction in one of our internal stock strategies prompted us to pull together a brief update that addresses why a stock...
04 January, 2019
Investing Insights
Recent Volatility in Equity Markets Has Highlighted the Benefits of Diversification
Since our last Market Update on November 28th, the S&P 500 is down -5.4% while the Barclays Capital Aggregate bond index is up...
19 December, 2018
Should You Worry About Market Turbulence?
We’ve had a bumpy ride in the markets recently. Read our thoughts on market volatility and what to expect. ...
28 November, 2018
Market Insights – Our Thoughts on Cryptocurrency After The Correction
The term “cryptocurrency” describes many different digital assets, to include Bitcoin, Ethereum, Litecoin, and Ripple, among others. Cryptocurrencies use blockchain technology and a...
10 July, 2018
Safe Is The New Risky… And Risky Is Still Risky
With equity markets trading close to their all-time highs it would be easy to assume that most stocks in the S&P 500 are...
09 July, 2018
Three Lessons Traders Can Learn from Investors
We’re proud to say that our Director of Investments, Todd Jones (CAIA), was recently quoted in the Forbes article “3 Lessons Traders Can Learn from...
06 April, 2018
Market Update: February 2018
Activity in global equities over the past three trading sessions (February 2nd, 5th, and 6th) is allegorical to forest fires, seeing steep daily...
07 February, 2018
Private Equity Due Diligence: An Art and a Science
Patrick Nolan, CAIA, Portfolio Manager - Private Markets — At Gratus Capital, my role includes sourcing and screening investments, conducting due diligence, negotiating...
15 December, 2017
Alternative Investments: Are they right for you?
Not so long ago, only the ultra-wealthy and large institutions such as banks and public pensions had access to alternative investment opportunities. Today,...
10 October, 2017
Why Alternatives Make Sense in a Portfolio: August 2017 Edition
When one considers Dennis Rodman, what typically comes to mind are his off-court exploits - most notably his trips to the communist state...
15 August, 2017