Home » Brendan Wagner
Unpacking Recent Market Moves

BY BRENDAN WAGNER, Portfolio Manager The Russia-Ukraine situation is of course top of mind for humanitarian reasons, but in this note we also explore other reasons for market moves in the first two+ months of 2022. Market expectations of aggressive … Read More

Opportunity among the Invisibles?

BY BRENDAN WAGNER, Portfolio Manager Well, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights.  Among the reasons, maybe the less-crowded … Read More

International Exposure… Stateside

Can we capture international exposure with domestic equities, and if so should we? BY BRENDAN WAGNER, Portfolio Manager How much international exposure should a US investor have in an equity portfolio?  With 75% of global economic activity occurring outside the US, some investors consider it irresponsible NOT to … Read More

Know What You Own and Why You Own It

BY BRENDAN WAGNER, Portfolio Manager “When you learn how to play the game, they change the rules” – legendary investment strategist Ned Davis “Everybody has a plan until they get punched in the face” – legendary boxer Mike Tyson No … Read More

The Hipster Investor

BY BRENDAN WAGNER, Portfolio Manager Be a Hipster Investor.  At least with a part of your portfolio. “Skate to where the puck is going to be” – Wayne Gretsky “Successful investing is having everyone agree with you………..later.”  – Jim Grant … Read More

1 2