by Aptus PM Team | Oct 2, 2020 | Market Updates
Embrace the Cost of Hedging…with open arms! We have been excited to write this month’s update. Hedging to improve outcomes is the center of our business and approach to managing the money entrusted to us. Typically, we discuss return and risk as they are connected...
by Aptus PM Team | Sep 29, 2020 | Market Updates
Election years have always had a funny impact on the markets, every little piece of news (and noise) is capable of sending the indexes up or down – and sometimes, up and down – violently. Even more acute is the impact election year dynamics have on investors’...
by Aptus PM Team | Sep 2, 2020 | Market Updates
From our view, what has happened matters less than what might happen – keep that in mind as you continue. The discrepancy between growth and value has been astonishing enough for us to chime in on how that is impacting your portfolios and our process. So, what has...
by Aptus PM Team | Aug 31, 2020 | Rebalance Rationales
HNW Holdings Update The HNW 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 cap peers. Purchase: As we...
by Aptus PM Team | Aug 28, 2020 | Blog, Fixed Income
As we think about economics from a high level it is arguably one of the most interesting and misunderstood topics we face as investors and humans. It is truly the crossroads of man’s two most influential ideas on civilization…what is the best way people and money...