by Aptus PM Team | Jul 28, 2026 | Equity Research, Fact Sheets
You may or may not know, but our team manages 3 distinct equity sleeves for use with clients. We see these as a wonderful way to help clients who like owning some individual stocks, giving you a path to integrating ETFs and equities into a single portfolio. Latest...
by Aptus PM Team | Jul 28, 2026 | Equity Case Studies, Equity Research
Advanced Micro Devices (AMD) Case Study Alphabet Inc (GOOGL) Case Study Amazon.com Inc (AMZN) Case Study American Tower Corp (AMT) Case Study Amphenol Corporation Class A (APH) Case Study Apple Inc (AAPL) Case Study AutoZone Inc (AZO) Case Study Berkshire Hathaway Inc...
by Aptus PM Team | Jul 14, 2026 | Equity Research, Market Updates
We understand that pricing drives narrative around stocks, not fundamentals. And when a stock underperforms, it’s perceived by investors that the company is not executing or has lost its edge. It’s also expected that good companies will only go up. This is not always...
by Aptus PM Team | Jun 11, 2026 | Equity Case Studies, Equity Research
American Tower Corp (AMT) Case Study Amazon.com Inc. (AMZN) Case Study Amphenol Corporation Class A (APH) Case Study Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase...
by Aptus PM Team | Dec 5, 2025 | Equity Research, Webinar
Watch as James Yahoudy, CFP, Brad Rapking, CFA, and Dave Wagner, CFA, discuss December’s Compounders Trade Rationale. Topics Covered: Buy/Sell Amphenol Corp (APH): What Do They Do? The Decentralized Structure The Fundamentals Where Could the Team Be...
by David Wagner | Oct 3, 2025 | Equity Research
What Has Been Going on Underneath the Hood of the Portfolio? We’ll be blunt in this first comment; it’s been a very difficult 2025 for the Aptus Compounders strategy. When running and investing in a highly concentrated stock strategy, like this one, there will...
