by Aptus PM Team | Jan 23, 2024 | Market Updates
When we made the Aptus Compounders sleeve available to advisors in 2018, we never put much thought into the actual strategy name. It just came naturally to us, and we ran with it. We didn’t put much thought into how the name embodied exactly what we were looking to...
by Aptus PM Team | Oct 12, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
by Aptus PM Team | Sep 20, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
by David Wagner | Jul 19, 2023 | Equity Research
Market Update During the second quarter, the Mega-Cap Tech stocks told the rest of the market that if you’re not first, you’re last, as investors either owned technology exposure and outperformed or owned everything else and underperformed. Basically, investors...
by Aptus PM Team | Jun 16, 2023 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: Most of the yield curve has separated itself from the Fed Funds rate, with seemingly no rush...
