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Insights & Manager Commentary

Craig Love

Recent Posts by Craig Love:

by Craig Love, on December 01, 2022

Kensington Brief: Achieving True Portfolio Diversification Ever since Harry Markowitz introduced the concept of Modern Portfolio Theory in his 1952 paper “Portfolio Selection”, for which he won a Nobel Prize, …

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Topics:Manager Commentary

by Craig Love, on November 14, 2022

Geopolitics: The 20th National Congress of the Chinese Communist Party closed on October 22 with the coronation of President Xi Jinping as the nation’s ruler. From 1982 to 2018, the …

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Topics:Manager Commentary

by Craig Love, on November 10, 2022

Join our partner, LHA Research, for a webinar discussion on the current state of the market and what may lie ahead. The webinar is scheduled for Thursday November 17th at …

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Topics:Little Harbor Advisors

by Craig Love, on November 02, 2022

In Churchill's latest market update, they discuss a positive October, the Fed, and what we might expect going forward. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This …

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Topics:Churchill

by Craig Love, on October 19, 2022

Brookmont Dividend Growth Portfolio Commentary The button below will take you to Brookmont Capital's Third Quarter Market Outlook where we discuss: Labor Market dictating Federal Reserve Policy Current Valuations are …

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Topics:Manager Commentary

by Craig Love, on October 14, 2022

Monetary tightening and tough talk from the Fed continue to cause market volatility. In an attempt to quell unacceptably high inflation, the Federal Reserve is pushing rate hikes at the …

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Topics:Manager CommentaryChurchill

by Craig Love, on October 11, 2022

There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to achieve your goals. This is …

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Topics:Manager Commentary

by Craig Love, on October 06, 2022

Brookmont Dividend Growth Strategy Performance through 09/30/20 The Brookmont Dividend Growth Strategy outperformed the Russell 1000 Value by 0.11% through the first 3 quarters of 2022. The 1-year, 3-year, and …

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Topics:Manager CommentaryBrookmont

by Craig Love, on September 28, 2022

Kensington Brief: A Quantitative Approach There is an old Chinese proverb that states, “There are many paths up the mountain,” which simply means there is more than one way to …

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Topics:Manager CommentaryKensington

by Craig Love, on September 19, 2022

Monthly Market Commentary: August 2022 in Review Geopolitics: Tensions between Russia and the West ratcheted up significantly in August as Russia completely shut down the Nord Stream 1 pipeline and …

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Topics:Manager CommentaryKensington