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FROM EDUCATION TO JOB CHOICES, HOW 3 WOMEN HAVE BECOME SUCCESSFUL PORTFOLIO MANAGERS

November 24, 2021

Part 1 of 2

Only 11% of U.S. portfolio managers are women. Three of them describe how they are “tearing down the pink wall” starting with their educational and job choices in part one of our two-part series.  

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DE-RISKING THE DOMINANCE OF MEGA CAP TECH STOCKS WITH LEADING GROWTH MANAGER MARGARET VITRANO

November 19, 2021

It’s hard to keep a roaring bull market down. The S&P 500 marked its 66th record close of the year today and the NASDAQ Composite also hit a new peak. The strong performance once again raised the question: what to do with the dominant position mega-cap tech stocks have in most of our stock portfolios. It is a particular challenge for growth fund managers because that’s where the growth and performance has been for the last decade, especially the past few years.  

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U.S. MANUFACTURING RESURGENCE

November 12, 2021

Worried about inflation, especially after October’s big consumer price number? The CPI’s 6.2% increase from a year ago was the fastest 12-month gain since 1990 and the fifth month in a row of +5% inflation. 

What about rising interest rates? How about America’s economic standing in the world?   

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VALUES AND FAITH-BASED INVESTING WITH VETERAN STRATEGIST BOB DOLL

November 5, 2021

The demand for socially responsible investing strategies is growing and the cash flowing into them shows it. Exchange-traded funds with ESG characteristics – ESG of course stands for environmental, social, and governance – have attracted the lion’s share of equity money in recent years. 

In true “follow the money” form, Wall Street has taken notice. There are now many different kinds of socially responsible investment products to choose from. One you don’t hear a lot about is values and faith-based investing, a niche that has been around for decades through separately managed accounts and a few mutual funds. 

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NEW WORLD ORDER OF MARKET LEADERSHIP?

October 29, 2021

There’s a saying on Wall Street that the market can remain irrational longer than you can remain solvent.  And there’s a widely held financial theory called “Reversion to the Mean” that asserts that eventually asset classes will return to their long term average in terms of several factors including price, price/earnings multiples, and their performance relative to other asset classes like U.S. stocks. 

Reversion to the mean for emerging markets stocks has been a long time coming. 

This week’s guest, Michael Kass who runs Baron Emerging Markets Fund believes their time has come after a very long cycle of underperformance. 

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