We are pleased with OPCM’s 2017 returns.  The OPCM Global Moderate Growth Composite was within a few percentage points of the return of the S&P 500, with less than 65% […]

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 […]

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 […]

The strong rise of global equities in July was followed by mostly flat returns in August and September.  As we start the fourth quarter, earnings growth is slow to negative […]

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 […]

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 […]

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 […]

Written March 2009   After posting record losses for the first two months of 2009, global stock markets rebounded in March. Although the move was swift, the first quarter generated […]