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Our Perspective

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The Perspective - August 2018

In this month’s edition we will review 5 Auctus Investment Principles that have stood the test of time and have been applicable over my 15 plus year investment career. Our team reflects on these lessons frequently, especially given the current state of the markets.

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The Perspective - July 2018

It has been an interesting first half of 2018. Over the last several weeks we have had many discussions with our clients regarding the markets, their portfolios, and our strategies. Tremendous earnings growth coupled with almost no price appreciation has provided some long-awaited opportunities. The earnings growth has allowed us to “grow into” last year’s relatively expensive market.

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The Perspective - June 2018

In this month’s commentary we wanted to take you through an example of a due diligence meeting to illustrate the incredible access and information that goes into the Auctus proprietary investment process. This process is what allows us to formulate QUALITATIVE information into our already rigorous QUANTITATIVE analysis. This additional information is what helps set our firm and our process apart from others. We take investment manager selection to another level.

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The Perspective - April 2018

You’ve probably heard us say that panic is not an investing strategy, but the media often takes the opposite view, as they urgently rush to report “breaking news” and add “markets in turmoil” specials after particularly volatile days. It must work to gain viewers, or they wouldn’t do it, but we typically suggest that investors would be better served by taking a step back, keeping emotions in check and maintaining discipline. Turn off your TV!