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In this May 11, 2020 webinar, Portfolio Manager Cory Krebs conducted an update of the Cookson Peirce All Cap Equity portfolio. Topics included insight into current portfolio positioning, a review of influences on the equities markets in the Covid-19 pandemic environment, and a look forward to the road ahead for the economy and markets. Run time is 19 […]

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

In this February 6, 2020 webinar, the Cookson Peirce Portfolio Management team conducted a timely update of our flagship All Cap Equity portfolio. Topics included insight into current portfolio positioning, a review of influences on the equities markets and All Cap portfolio in late 2019 and early 2020, as well as look forward to expectations

It’s an inescapable fact: The more similar the composition of investment portfolios, the more alike their performance results.  In some portfolios (index funds), replication of benchmark results is the intended outcome.  In others (active portfolios), duplication of an index is not the desired result.

Have you ever looked back on a particular decision you previously made and muttered, “That was dumb! Why on earth did I do that?” We have all been there. What seems perfectly reasonable and logical in the moment often seems far less so with the passage of time.

The second quarter of 2019 saw domestic stocks gain, even establishing a new all-time high in the days just prior to the end of the period.  At the same time, significant volatility marked the path upward, and the new all-time high ranked marginally above peaks previously established in April 2019 and October 2018.