ARCHIVES: Third Quarter 2022

Equity Duration & Inflation: Lessons from the Nifty Fifty

13 September 2022 | by Sean Stannard-Stockton, CFA

This is Part III of a three-part series. Read Part I here and Part II here. In the early 1970s, […] READ ARTICLE

Equity Duration & Inflation: Viewing Stocks as Bonds

9 September 2022 | by Sean Stannard-Stockton, CFA

 This is Part II of a three-part series. Read Part I here and Part III here. “Conceptually, if you […] READ ARTICLE

Equity Duration & Inflation: Defining Equity Duration

30 August 2022 | by Todd Wenning, CFA

 This is Part I of a three-part series. Read Part II here and Part III here. “Our willingness to […] READ ARTICLE

Seeking Treasures from the Storm

21 July 2022 | by Todd Wenning, CFA

My wife is an avid seashell hunter. Her family tells me this has been a lifelong obsession. She’s intent on […] READ ARTICLE

Ensemble Capital Investor Letter – Second Quarter 2022

20 July 2022 | by Ensemble Capital

Below is the Q2 2022 quarterly letter sent to separately managed account clients. You can find historical Investor Communications HERE and information […] READ ARTICLE