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To keep our investors apprised of market impact on our strategies, we post our commentaries periodically. Should you have any questions, feel free to contact us directly.

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Vol and Diversification

PILLARS | By: Peter Simasek | Jul. 11, 2022

In this piece we seek to highlight the blind spots of traditional allocation strategies, take a deeper dive into the portfolio risks driven by equities, and how exposure to a true diversifier can add value within a holistic portfolio


PERSPECTIVES | By: Peter Simasek | Oct. 25, 2021

There is no alternative to stocks... or is there?

The Going Rate

MARKET COMMENTARIES | By: Peter Simasek | Aug. 23, 2021

The ambiguity about the 6-12 month outlook in rates resides to a greater extent in the short vs. long-lasting nature of the factors behind the macro factors of inflation and GDP growth. The going rate on the 10-year Treasury is anybody’s guess

Bottom of the Well

MARKET COMMENTARIES | By: Peter Simasek | Jul. 16, 2021

As we enter Q3, equity and credit markets would suggest positive certainty abounds. But should it?

Bad Agg

PERSPECTIVES | By: Danny Mack | Apr. 05, 2021

The first quarter of 2021 was one for the record books, though it might not be the kind of records anyone wanted to set...

Rising Rates

PERSPECTIVES | By: Danny Mack | Feb. 25, 2021

Recent market movements have begun to cause some concern among investors in both equity and fixed income markets, and we wanted to highlight a few key points and charts that might be useful in explaining what is driving the market action

The Short Squeeze

MARKET COMMENTARIES | By: Danny Mack | Jan. 28, 2021

Given the recent hysteria in the markets and online surrounding various small cap stock performance, we felt it prudent to briefly discuss what may have gone wrong (in the context of the hedge funds involved), and how our approach differs

Understanding Market Breadth Dynamics

PERSPECTIVES | By: Danny Mack | Dec. 24, 2020

As we approach the end of 2020, many advisors and investors are beginning to take stock of their portfolios and prepare for their upcoming year end reviews. But one of the more curious aspects necessary to understand and properly evaluate updated returns and risk statistics is the concept of “underlying market breadth dynamics”

The Value of Options in a Low Vol Strategy

PILLARS | By: Danny Mack | Dec. 11, 2020

We recognize that amongst the many duties and goals that an advisor might have, the idea of ‘optimal allocation strategy’ for their clients is likely one of the most important. But what does that really mean?