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 […]

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.”  […]

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 […]