Since the technology boom of the mid 1990s, company stock plans have become ubiquitous beyond Silicon Valley. The appeal of these plans, which include but are not limited to stock […]

Growth investors are increasingly willing to pay practically any price for companies with strong earnings growth in this slow growth environment. Conversely, income investors are increasingly willing to overpay for […]

Investing in U.S. equities has been frustrating for most investors over the past few years.  After an above average 2014, U.S. stocks have been generally flat for the last 18 […]

Learn how OPCM investments cycle through the portfolio.

OPCM’s fundamental, valuation, and sentiment thoughts on U.S. equities going into 2016.

Learn where we are overweight in foreign equities in 2016.

Discover why we are increasing exposure to natural resources for the first time in many years.

Explore how we are positioning the fixed income asset class in a potentially volatile 2016.

While equities markets continue to gyrate daily, it is sometimes easy to forget we are actually in the middle of the fourth quarter earnings season.  As markets fret about the […]

2015 was a difficult year for most investors and essentially all asset classes.  A few of the only ways to make money in 2015 were to either be long the […]