February 19, 2021— Altrius Capital Management has been awarded a PSN Manager of the Decade and Top Guns 6-star distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
26
Feb
2021
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Topics: psn manager, top guns 6-star, financial intelligence, zephyr, disciplined alpha dividend
01
Feb
2021
A few clients have asked me about the recent stock market volatility in the broader market in general and with a few select stocks in particular which contain a high amount of short interest (such as AMC Entertainment and GameStop). As such, I thought I would share my reply with everyone as you may be interested in my thoughts and our strategy going forward.
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Topics: Dividends, stocks, volatile markets, funds, investment strategies
12
Jan
2021
Clients familiar with our investment philosophy understand and appreciate our income-focused, value-driven approach. Many of you may recognize the first chart below, which highlights this approach since the inception of our flagship Global Income strategy in 2003. The portfolio values of our clients certainly fluctuated over the past two decades particularly during the dramatic sell-offs resulting from the Great Financial Crisis of 2008, the oil market sell-off of 2014, and recently the COVID-19 recession. However, despite these fluctuations, our clients have enjoyed a steady and growing stream of income over the past 18 years, as the chart depicts.
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Topics: investor, covid, recession, covid-19, investment strategy, 2020
03
Dec
2020
A lesson I learned in the Marines, and especially during survival school, is that things usually aren’t as bad as they seem when you are first encountering them and that you must keep moving forward. Persevering when things feel their bleakest is not easy, but it is a lesson we again learned this year. During the height of the COVID lockdown, when the future looked very uncertain and the market fell precipitously over 30% in a month, many investors panicked and sold – but we didn’t.
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Topics: Dividends, investors, strategy, vaccines, virus, covid, lesson
12
Jul
2020
Growth and momentum investment strategies have been driven markedly by FAAT MAN stocks - Facebook, Amazon, Alphabet (Google), Tesla, Microsoft, Apple and Netflix. These companies have experienced exceptional returns in recent years and subsequently carry very high valuations. As of this writing, the tech behemoths have a larger market capitalization than fifty-five of the remarkable global brands which we currently own.
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Topics: FAAT MAN, facebook, amazon, tesla, apple, microsoft, investment strategies, money managers' portfolios, aphabet, netflix