by Derek Hernquist | Dec 6, 2021 | Equity Research
As mentioned in a recent blog post, our managed equity sleeves are showing themselves to be incredibly valuable in helping advisors win new relationships and expand existing ones. The ability to integrate equities into fund portfolios has the potential to reduce the...
by David Wagner | Nov 10, 2021 | Equity Case Studies, Equity Research
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
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 David Wagner | Aug 31, 2020 | Blog, Equity Research
We are not here to push a political platform, so let’s put the 2020 election into perspective for the stock market. Here are some quick facts: Historically, if stocks are higher in the three-month period preceding the election, the incumbent party has won, and if...
by Aptus PM Team | Jul 30, 2020 | Blog, Equity Research
Morningstar’s style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly sector-driven, and fails to separate our favorite stocks of all…Compounders. What...
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
