blog-header.png

Altrius Capital Blog

James Russo

Founder & Chief Investment Strategist
Altrius Capital Management

Recent Posts

26 Feb 2021

Altrius Capital Management Awarded Prestigious Manager of the Decade Designation and Top Guns 6-Stars by Informa Financial Intelligence

Posted by James Russo

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.

Read More...

Topics: psn manager, top guns 6-star, financial intelligence, zephyr, disciplined alpha dividend

01 Feb 2021

GameStop Mania and Market Volatility

Posted by James Russo

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.

Read More...

Topics: Dividends, stocks, volatile markets, funds, investment strategies

03 Dec 2020

2020 Lessons Learned and the Road Ahead

Posted by James Russo

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.

Read More...

Topics: Dividends, investors, strategy, vaccines, virus, covid, lesson

12 Jul 2020

Avoiding the FAAT MAN

Posted by James Russo

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.

Read More...

Topics: FAAT MAN, facebook, amazon, tesla, apple, microsoft, investment strategies, money managers' portfolios, aphabet, netflix

03 Apr 2020

Is America Going Broke?

Posted by James Russo

Though few believe government shouldn't be helping its citizens and the economy during this crisis, some of our clients have expressed concerns about our rising national debt. Below is the emailed question and my answer concerning his debt question.

Read More...

Topics: capitalist economy, gdp growth, investment bonds, insurance companies, investments companies

Subscribe to Email Updates

Recent Posts

Posts by Topic

see all