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
It was actually in Early January that the Coronavirus became a worry for the market. It started out in December 2019 in the city of Wuhan, the capital of China’s Hubei province, and seemingly the big market worries were about … Read More
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