July 2021: Conversation with the Aptus Investment Team

by | Jul 23, 2021 | Appearances, Media

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 we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and share feedback from the trenches. Joining me:

  • 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:

  • Equities dominated the first half, why?
  • 2nd half: taxes and tapering, what might that do to markets?
  • Foreign stocks lag, is there hope?
  • Why are yields so low against this inflation backdrop?
  • Volatility as an asset class
  • Earnings outlook

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

July 2021: Q&A with the Aptus Investment Committee

 

Disclosures

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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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Investing in ETFs is subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of the shares may trade at a discount to its net asset value(“NAV), an active secondary market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund’s ability to sell its shares. Shares of any ETF are bought and sold at Market Price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns. Market returns are based on the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined for most ETFs), and do not represent the returns you would receive if you traded shares at other times. Diversification is not a guarantee of performance, and may not protect against loss of investment principal.

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. ACA-2107-19.

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