by Aptus PM Team | May 28, 2020 | Blog, Equity Research
“To resist change is like holding your breath – if you persist, you will die”. Lao Tsu It seems no style of investing has a more dogmatic, rear-view mirror approach than classic value investing. Even the word “value” is a loaded term that is self-evident, and its...
by Aptus PM Team | May 14, 2020 | Market Updates
Here Is What We Are About to Tell You in More Detail Below: We currently sit with reduced traditional bond exposure and cheap equity exposure so we can own more stocks and more hedges. Owning more stocks should offer greater upside potential within our risk...
by Aptus PM Team | May 13, 2020 | Blog, Equity Research
Don’t Fall into a Value Trap! The core tenet of many value investing strategies is often mean reversion. Simply put, this is when managers bet that bad things will improve – that the poor fundamentals of a company won’t last. During a period of...
by Aptus PM Team | May 8, 2020 | Most Read, Process Papers
Aptus strives to help advisors impact clients, in every way possible. To us, the best business is the one with the happiest clients…it’s our mission to help you deepen the trust and confidence of those relying on your guidance. Download...
by Aptus PM Team | May 1, 2020 | Blog, Fixed Income
The Fed has taken drastic measures attempting to fight against the economic implications from the COVID-19 crisis. Their actions have been more swift and wider-arching than during the GFC. The Fed has implemented lending facilities to ease liquidity concerns, reduced...
