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Insights & Manager Commentary

by Craig Love, on September 15, 2022

When will inflation be tamed? That is the question that has markets jumping up and down over hopes that it will be sooner and fears that it will be later. It …

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Topics:Manager CommentaryChurchill

by Craig Love, on September 14, 2022

Are the alternatives to equities viable, and what securities are best positioned in this environment? With sustained inflation and rising rates, bonds and cash do not provide an attractive investment …

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Topics:Manager CommentaryBrookmont

by Craig Love, on August 23, 2022

behavioral ADVISOR Bear Market Rally or New Bull Market? Investors wonder about the current bear market and want to know if we are “out of the woods” or if there …

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Topics:Manager Commentary

by Craig Love, on August 11, 2022

Monthly Market Commentary: July 2022 in Review Geopolitics: Russia continues to make gradual progress on the ground in Ukraine while simultaneously pressing its strategic advantage as a significant energy supplier …

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Topics:Manager Commentary

by Craig Love, on July 20, 2022

The button below will take you to market commentary from the Brookmont Investment team where they discuss the labor market, inventory levels, rate uncertainty, and energy capacity. Source: Brookmont Capital …

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Topics:Manager Commentary

by Craig Love, on July 13, 2022

Stocks continue to struggle to find footing. After a near 10% rally/bounce to end the month of May, June started flat and then turned down and made new lows for …

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Topics:Churchill

by Craig Love, on June 29, 2022

In our latest update, we provide an update and some perspective on the recent market volatility. Regards, CHURCHILL MANAGEMENT GROUP Source: Churchill Management Group info@churchillmanagement.com ** This report is meant …

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Topics:Churchill

by Craig Love, on June 01, 2022

Little Harbor Advisors is hosting a series of calls to provide updates to their Alpha Seeker strategy, which has been used to manage investment capital since October of 2011. The …

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Topics:Manager Commentary

by Craig Love, on May 26, 2022

Brookmont Dividend Growth Portfolio Commentary In terms of market timing, current levels do certainly provide an attractive entry point. Expectations for market-level EPS growth have decreased YTD, however, the decline …

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Topics:Manager Commentary

by Craig Love, on May 23, 2022

Kensington Brief: The Importance of Limiting Drawdowns As noted in our April 2022 Monthly Market Commentary, the S&P 500 is off to its worst four-month start to a calendar year for …

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Topics:Manager Commentary