It's hard to believe we are already halfway through 2019.
Below we highlight our most popular blog posts to date for this year. As always, we welcome your questions or comments. Also, if you would like for us to cover a specific topic, we would love to hear from you. Just fill out the form on our contact us page and we will be in touch!
Dana Investment Team
Active Management - The Cyclicality of Outperformance
Value versus growth. Small-cap versus large-cap. Active versus passive. The equity markets are inherently cyclical, and sometimes a cycle can last for so long that it’s easy to forget the last time a certain factor or style was in or out of favor. These days, it seems like the style that has been out of favor the longest is active management.
The Arithmetic Behind Drawdowns and Recoveries
Most advisors and investors have at some point stumbled upon Warren Buffet’s “rules of investing.” The first two rules are especially memorable:
Investing Rule No. 1: Never lose money.
Rule No. 2: Never forget rule No. 1.
Seems like a simple idea, but tough to implement unless you’re buying lower-risk, low-return securities. The main takeaway is that in order to compound capital effectively, it requires not destroying capital in the first place.
Ready for ESG and SRI Investing?
ESG (environmental, social and governance) and SRI (socially-responsible investing) investing have gone from buzzwords to very in-demand investment themes. Indeed, an increasing number of high-net-worth investors are gravitating toward the idea that they can better align their investments with their values. After all, many of these same people are already incorporating sustainable practices in other areas of their life, such as food, energy, recycling, transportation, etc., so it’s no surprise that when it comes to their investments, everyone is talking about ESG and SRI.