Presentations (2872)
Sterling Capital Management LLC
Behavioral Finance 360°Behavioral View September 2015 Our Periodic Review Exploring Multiple Topics Related to Behavioral Finance • Market Driven • Economic • Psychological • Probabilistic • Investable • Perception is Everything! Frame Dependence and its Impact on Human Decision Making “The whole of science is nothing more...
Sterling Capital Management LLC
Behavioral Finance 360°Behavioral View May 2015 Our Periodic Review Exploring Multiple Topics Related to Behavioral Finance • Market Driven • Economic • Psychological • Probabilistic • Investable • Market Inflections…Sometimes the Tides Shift; Sometimes it is Just a Head Fake The recent volatility in the price of oil has...
Sterling Capital Management LLC
Quarterly Update | Behavioral Funds | 4th Quarter 2016 Philosophy Within the firm’s suite of factor-driven equity products, Sterling Capital Management employs techniques that seek to capitalize upon Behavioral Finance-based principles. Investors are prone to certain biases and heuristics (mental shortcuts) that when coupled with greed, fear and ego can often lead to anomalies within...
Our Perspective MARKET UPDATE – JANUARY 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA Society...
Seix Market Insights Tax-Exempt Fixed Income Executive Summary yy yy Ron Schwartz, CFA Managing Director, Senior Portfolio Manager The yield curve flattened during the fourth quarter in anticipation of the Federal Reserve Bank’s December interest rate increase. Demand remained strong in the municipal bond market, as did issuer fundamentals. yy We remain bullish on municipal bonds...
Seix Market Insights Leveraged Loan and High Yield Executive Summary yy yy Leveraged loan and high yield fundamentals remain strong. yy George Goudelias Head of Leveraged Finance, Senior Portfolio Manager Macroeconomic issues led investors to flee risk. High yield fund closures don’t point to systemic issues. Vincent Flanagan, CFA Portfolio Manager and Senior High Yield...
Seix Market Insights Investment Grade Fixed Income Executive Summary yy Divergence in central bank policy drove fixed income markets, as the Federal Reserve Bank announced a long-awaited increase in interest rates. yy Increased yields in the fourth quarter led to negative nominal returns for most fixed income sectors. High quality outperformed lower quality assets during the...
Seix Investment Advisors Perspective | Writtten by James F. Keegan & Perry Troisi FOURTH QUARTER 2015 REVIEW OF FOURTH QUARTER 2015 ABOUT THE BOUTIQUE SEIX INVESTMENT ADVISORS LLC Seix Investment Advisors LLC (Seix) is a fundamental, credit-driven fixed income boutique specializing in both investment grade bond and high yield bond/leveraged loan management. Seix has applied its...
Our Perspective MUNI YIELD LIMBO: HOW LOW CAN YOU GO? – FEBRUARY 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a...
Our Perspective MUNIS AND THE PRESIDENTIAL ELECTION – MARCH 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member...
Our Perspective TAX FREEDOM DAY® 2016: APRIL 2016 Doing your taxes is never fun, but in ‘honor’ of the stressful tax season, enclosed is our annual update of Tax Freedom Day from the Tax Foundation. Tax Freedom Day calculates the point each year when, on average, Americans stop working to fulfill their tax obligations and start working for themselves. This year the...
A Review by Seix Investment Advisors LLC FIRST QUARTER 2016 RIDGEWORTH INSIGHTS: TAX-EXEMPT FIXED INCOME EXECUTIVE SUMMARY Ron Schwartz, CFA Senior Portfolio Manager, RidgeWorth Investments • Volatility, domestic and international growth concerns, and a more dovish Federal Reserve Bank. Managing Director, Seix Investment Advisors • Demand for municipal bonds outpaced...
A Review by Seix Investment Advisors LLC FIRST QUARTER 2016 RIDGEWORTH INSIGHTS: INVESTMENT GRADE FIXED INCOME EXECUTIVE SUMMARY • Central bank actions calmed investors’ fears, leading to a rebound in riskier bonds. We think deflationary forces in the global economy will keep interest rates low for the foreseeable future. Perry Troisi Chief Investment Officer and...
A Review by Seix Investment Advisors LLC FIRST QUARTER 2016 RIDGEWORTH INSIGHTS: LEVERAGED LOAN AND HIGH YIELD EXECUTIVE SUMMARY George Goudelias Senior Portfolio Manager, RidgeWorth Investments Managing Director and Head of Leveraged Finance, Seix Investment Advisors Vincent Flanagan, CFA Portfolio Manager, RidgeWorth Investments Senior High Yield Research Analyst – Media and...
Our Perspective IS WINTER COMING FOR MUNIS? MAY 2016 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Tax exempt fund inflows have been strong for 33 straight weeks setting a record for YTD aggregate inflows at $25.3bn as of May 18th.1 Municipal funds have now erased all of the 2013 outflows and tax exempt yields are at their lowest in five decades. As a result,...
