April 2021: Conversation with the Aptus Investment Team

by | Apr 16, 2021 | Appearances

Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what I’m hearing in my conversations with advisors, we figured it’s a great opportunity to record and share feedback from the trenches. Joining me were:

  • JD Gardner, CFA, CMT         Founder/CIO
  • Beckham Wyrick, CFA         Equity Analyst/PM
  • John Luke Tyner, CFA           Fixed Income Analyst/PM
  • David Wagner III, CFA         Equity Analyst/PM

Key topics covered:

  • The ongoing rotation between presumed growth companies, and those benefitting from the Fed and government stimulus
  • The challenge of generating investment income in a low-rate world
  • Key catalysts we’re watching in Q2 and throughout 2021
  • How we’re helping advisors answer client questions about more speculative areas like SPACs, crypto, cannabis, clean energy, & other thematic ideas
  • What we’re doing in pursuit of maximum potential upside per unit of risk

Was a ton of fun for me, but ultimately for the benefit of the thoughtful advisors who keep us busy supporting their efforts.Transcript below, beware verbal slips and translation typos!


April 2021: Q&A with the Aptus Investment Committee




This information is for investment adviser use only and should not be distributed to any other parties.

The commentary included in this post is for informational purposes only and the opinions, viewpoints, and analysis expressed herein are those solely of Aptus Capital Advisors’ employees, and do not necessarily reflect the services or performance results of Aptus Capital Advisors. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this post should be interpreted to state or imply that past results are an indication of future investment returns. Investing involves risk including the potential loss of principal. This material is not financial advice or an offer to sell any product. The actual characteristics with respect to any particular client account will vary based on a number of factors including but not limited to: (i) the size of the account; (ii) investment restrictions applicable to the account, if any; and (iii) market exigencies at the time of investment. Aptus Capital Advisors, Inc. reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. This post may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of Aptus’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this post may be relied upon as a guarantee, promise, assurance, or representation as to the future.

This is not a recommendation to buy or sell a particular security. There is no assurance that any securities discussed herein will remain in an account’s portfolio at the time you receive this report or that securities sold have not been repurchased. The securities discussed may not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Information was obtained from third party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.  Be sure to consult with an investment and tax professional before implementing any investment strategy. Investing involves the risk of loss.

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Aptus Capital Advisors, LLC serves as the investment advisor to the Aptus Funds. Aptus Capital Advisors, LLC is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. The Funds are distributed by Quasar Distributors LLC, which is not affiliated with Aptus Capital Advisors, LLC. The information provided is not intended for trading purposes, and should not be considered investment advice.

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