by Aptus PM Team | Feb 7, 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 | Dec 15, 2022 | Rebalance Rationales
Talking Points – Compounders Overview: The volatility during the year has presented us with a few opportunities to take advantage of depressed pricing in some high-quality companies. Not only did we find some great deals, these trades focus on executing...
by David Wagner | Jul 12, 2022 | Equity Research
It’s no secret that the S&P 500 is off to one of its worst starts ever. With price data only going back to 1927, the first six months have produced the fourth worst start to any year on record, only beating 1932, 1962, and 1970. During this stretch, the more...
by David Wagner | Mar 18, 2021 | Blog
For those not familiar with the greatest TV show ever, George Costanza was the unlovable loser from the iconic ‘90’s sitcom “Seinfeld”. Ignorant, callow and a notoriously bad tipper, he seems like an unlikely source of investment advice. However, in a rare moment of...
