Our investment decisions flow from
incisive perspectives.

August 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

August saw the continued dominance of the US markets. The Russell 3000 Index finished the month with a return of +3.5%. Smaller cap stocks led on increased risk appetite and a perception that they were more insulated from trade …

Read More



July 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

July saw strong performance across most equity markets as concerns over the negative impact of trade wars subsided temporarily. The Russell 3000 Index finished the month with a return of +3.3%. Large cap stocks returned to the fore with …

Read More



June 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

Trade tensions were the major driver of many market movements during the quarter with June seeing a sharp escalation in talk and action. In addition to the steel tariffs already implemented, the US announced a further $200 billion …

Read More



May 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

After a brief pause in April, global market performance was mixed in May as investor enthusiasm returned to the US markets while results were more negative outside of the US.  The Russell 3000 Index finished the month with a …

Read More



Leading Practices for Small and Emerging Managers, Episode 3:
Building the Next Gen Investment Advisor

Speeches and Presentations

Our third quarterly webinar covered Keys for Small and Emerging Managers to Stay Competitive in Transition. Planning for the future of your investment advisor is critically important to preserve enterprise value and to ensure good stewardship of clients. Our speakers share how small and emerging managers have successfully (and not so successfully) …

Read More



1 2 3 4 16



Your are using an outdated browser. Our site is best experienced in Chrome.