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Investment Commentary

SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio

Recently, it seems like every day we read a headline about a new SPAC, crypto coin, NFT, or IPO that doubles in value in practically minutes.  Many of these “investments” have no actual revenue, and little or no use.  These headlines are reminiscent of the Internet Bubble that burst in 2000.  What is causing this … Continue reading SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio

Investing in Innovation – The Promise and The Perils

There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders while toppling legacy incumbents that fail to adapt.  However, the market enthusiasm for all things electric, including battery and EV manufacturers is bordering on mania.  … Continue reading Investing in Innovation – The Promise and The Perils

A 2021 Equities Preview. The Questions to Consider Entering the New Year.

The past year will arguably be viewed as the most unique year for equities in our lifetime.  The year started as a promising one for equity markets.  The global economy was improving, earnings were rising, valuations were tame, and management teams from many different industries were bullish on growth prospects.  Then the global pandemic hit … Continue reading A 2021 Equities Preview. The Questions to Consider Entering the New Year.

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