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Insights & Manager Commentary

by Craig Love, on September 14, 2023

LMCG Investments Now Available! We are excited to announce that Fulcrum Equity Management has entered into a strategic partnership with LMCG Investments, LLC (“LMCG”) to offer our clients access to …

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Topics:LMCG Investments

by Craig Love, on September 08, 2023

Kensington Market Insights - August 10th Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on September 07, 2023

The action in the major indices has been relatively textbook over the last six weeks. After breaking out of bottoming formations during May and June, the stock market took a …

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Topics:Manager CommentaryChurchill

by Craig Love, on August 11, 2023

Markets appear to be taking a much-needed breather over the past few weeks following what had been a surprisingly blistering rally in many of the Large Cap Growth names. While …

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Topics:Manager CommentaryChurchill

by Craig Love, on August 11, 2023

Kensington Market Insights - August 10th Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on August 10, 2023

AI Fueled Exuberance Leads Market Rally The equity market in the first half of 2023 was dominated by 7 stocks that were all mega-cap technology stocks. These 7 stocks drove …

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Topics:Manager CommentaryBrookmont

by Craig Love, on July 27, 2023

Kensington Market Insights - July 27 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on July 27, 2023

We are pleased to announce that AthenaInvest has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 …

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Topics:Manager CommentaryAthena

by Craig Love, on July 24, 2023

Kensington Monthly Market Commentary: June 2023 Geopolitics: The Russia-Ukraine conflict recently passed the 500-day mark with both sides further entrenching themselves in battle amid little signs of immediate progress. At …

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Topics:Manager CommentaryKensington

by Craig Love, on July 13, 2023

Kensington Market Insights - July 13 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington