Category : Newsletter

Passive Investing Trends, DOL Legislation and The Role of a Fiduciary – Entasis Newsletter 2Q17

Click Here for a PDF of the Newsletter Section Summary Passive v Active Investing – Has the debate moved from a thoughtful discussion to fact? What are the risks of a one-sided discussion as passive flows dominate active? Are we in a passive bubble? Market Notes – Despite a considerable amount of political items filling the front pages and taking up time on television, market participants continued to weigh economic trends and corporate progress when voting their opinions. Over the long-term […]

Reform, Potential Negatives and Known Positives, The Stars – Entasis Newsletter 1Q17

Click Here for a PDF of the Newsletter Section Summary Reform – At the start of 2017, consumers and businesses were excited by the prospects for an aggressive, pro-growth fiscal agenda coming from Washington. Optimism was tempered by a mix of potential impediments to future growth expectations. Market Notes – The S&P 500® Index earnings growth rate for the first quarter is estimated to be +8.9%. If this growth rate materializes, it will be the highest year-over-year earnings growth for the […]

Buffett Wisdom, The Election, Portfolio Views and Behavioral Biases – Entasis Newsletter 4Q16

Click Here for a PDF of the Newsletter Section Summary Buffet Wisdom – “We have no idea – and never have had – whether the market is going to go up, down, or sideways in the near or intermediate-term future. What we do know, however, is that occasional outbreaks of those two super-contagious diseases, fear and greed, will forever occur in the investment community. The timing of these epidemics will be unpredictable. And the market aberrations produced by them will be […]

Market Notes, Portfolio Views, Seafarer and Fees – Newsletter 3Q16

Click Here for a PDF of the Newsletter Section Summary Market Performance – Too often the “market” is only discussed in the context of highly publicized indexes such as the S&P 500 Index. Portfolios and investment opportunities are influenced by a much broader set of circumstances. Use our return table for a better understanding of the how the “market” performed beyond the headlines. Market Notes – We do not draw conclusions every quarter. We are long-term investors. We use quarterly […]