by Aptus PM Team | Aug 19, 2021 | Equity Research
Our PM team thought an update on the Aptus Compounder Stock Sleeve (15-stocks) made sense, as it has had lower-than-expected turnover thus far in 2021 (only 2 names). But that doesn’t mean we are not spending time on the strategy – in fact, it’s quite the opposite. We...
by Aptus PM Team | Jun 2, 2020 | Equity Research, Process Papers
We do NOT believe that stocks are created equal. Product cycles, management priorities, and ability to adapt all contribute to the relative success or failure of one business vs. another. Download Here
by Aptus PM Team | May 28, 2020 | Blog, Equity Research
“To resist change is like holding your breath – if you persist, you will die”. Lao Tsu It seems no style of investing has a more dogmatic, rear-view mirror approach than classic value investing. Even the word “value” is a loaded term that is self-evident, and its...
by Aptus PM Team | May 13, 2020 | Blog, Equity Research
Don’t Fall into a Value Trap! The core tenet of many value investing strategies is often mean reversion. Simply put, this is when managers bet that bad things will improve – that the poor fundamentals of a company won’t last. During a period of...
