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Investment Commentary

Is Osborne Partners a Growth or Value Manager? Yes.

In this article, we discuss the long-term advantages of being a style agnostic manager. The investment management industry tends to assign labels to firms, placing them in various “style boxes.”  Firm A may be a “growth manager” while firm B is a “value manager.”  These various style boxes perform well during certain periods when their … Continue reading Is Osborne Partners a Growth or Value Manager? Yes.

Multi-Asset Class Poised To Outperform

Over the past few years, multi-asset class investing has not been kind to many large and well-known foundations and endowments.  Many of these previously solid managers have delivered the combination of poor returns, coupled with high fees, and abnormally high volatility.  Sentiment has become increasingly negative for a management style that delivered the best risk-adjusted … Continue reading Multi-Asset Class Poised To Outperform

What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare

In case you did not hear the news, Donald Trump will be our 45th President of the United States.  In advance of the election, our Investment Team compiled our lists of positively and negatively affected asset classes and sectors, and investments that were likely to experience policy tailwinds under each candidate. In this piece, we … Continue reading What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare

Multi-Asset Class Investing In A Manipulated Environment

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 reasons for their multi-asset class discipline preference such as asset class diversity, equity-like returns with lower standard deviation, low downside capture, and a positive U.S. … Continue reading Multi-Asset Class Investing In A Manipulated Environment

Brexit

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 event, along with how the outcome may affect each asset class in your portfolio.  History: The precursor to the EU, the European Economic Community (EEC) … Continue reading Brexit

Valuations Don’t Matter Until They Matter

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 companies that pay higher dividends and a higher yield than the presently low yields on bonds. These two abnormal and high risk strategies have caused … Continue reading Valuations Don’t Matter Until They Matter

Unsustainable Leadership

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 months.  Although the recent flat market action has been frustrating, two other characteristics of the domestic equities market have been even more exasperating.  These characteristics … Continue reading Unsustainable Leadership

Initial Quarterly Earnings and Valuation Thoughts – 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 strength of the dollar, economic growth outside the United States, and whether commodities prices will continue to be dragged down by currency, over 40% of … Continue reading Initial Quarterly Earnings and Valuation Thoughts – 2016