by David Wagner | Oct 3, 2025 | Equity Research
What Has Been Going on Underneath the Hood of the Portfolio? We’ll be blunt in this first comment; it’s been a very difficult 2025 for the Aptus Compounders strategy. When running and investing in a highly concentrated stock strategy, like this one, there will...
by Aptus PM Team | Oct 1, 2025 | Appearances, Market Updates
In this Q3 Outlook, the Aptus Investment Team discussed: Strong Earnings and Market Dispersion Reassessing Fixed Income: Duration Still at Risk? Equity Market Themes: Breadth, Quality, and AI Policy Environment and Fiscal Realities Market Structure and Behavioral...
by David Wagner | Oct 1, 2025 | Market Updates
If someone looked up the Webster Dictionary definition of the Dave Chappelle Show, it would go something like this: It was rare sketch comedy that managed to be both outrageously inappropriate and socially brilliant at the same time. It felt like a college philosophy...
by Aptus PM Team | Sep 11, 2025 | Appearances
Options have become an increasingly valuable tool for enhancing portfolios, and we’ve integrated ETF strategies to further strengthen that approach within our model portfolios. For high net worth clients, account-level option strategies can also play an important role...
by Aptus PM Team | Sep 2, 2025 | Market Updates, Webinar
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: August Rally Steepening Yield Curve...
