Millennials born between 1981 and 1997 are facing a variety of financial challenges.  Many are having difficulty making ends meet let alone saving toward short and longer term financial goals. […]

After many decades of absolute and relative returns, it became clear why multi-asset class investing was a preferred investing discipline for both large institutions and individuals.  Institutional investors would list […]

With the recent historic vote in the United Kingdom to leave the European Union, the OPCM Investment Team would like to share some important information and our views about the […]

You’ve likely heard of ESG investing. Maybe you’re curious what the hype is about. Maybe you’re wondering about the positives and pitfalls of this investing style. Read our whitepaper to […]

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.