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Altrius Capital Blog

12 Jan 2021

Generating Income through the COVID-19 Recession

Posted by Brady T. Gingrich

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

11 Nov 2019

My Thoughts on Mixing Religion and Investing

Posted by James Russo

Though I thought long and hard during many periods of my life about a calling to the priesthood, I would never feel comfortable building my business by using religion as a marketing plan. For one, I understand that I am an imperfect man incapable of living up to perfect ideals. I wouldn't want my clients and friends to entrust their assets to our firm with an expectation that I will not make mistakes in my life and potentially become disillusioned by my missteps. Secondly, I don't know if God wants us to be financially successful or not. The ideals I've studied for endeavoring to live a noble life have little connection with monetary things and many, like St. Francis and Mother Teresa, have lived with little worldly possessions while leaving a remarkable legacy. Faith, hope and charity require a belief in the Divine while the cardinal virtues of prudence, temperance, fortitude, and justice may be well exemplified by non-believers alike.

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Topics: investor, investors, investments, investment, funds, firm, ponzi, shareholders, profits, scams

26 Sep 2019

Fallacy of the Financial Fast Track

Posted by James Russo

Investors are continuously bombarded by discount brokerage commercials urging them to trade, trade, trade. They're exhortations are understandable; getting people to trade is how discount brokers generate income. But what's good for them is not necessarily good for their investor clients, despite their claims that they can teach people how to trade effectively.

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Topics: investor, clients, investment, strategies, trading, brokers, discount, brokerage, trade, money

04 Sep 2019

Even Buffett Can Get It Wrong

Posted by James Russo

During his annual shareholder meeting in 2018, Warren Buffett advised investors to put all their money into the Vanguard 500 index. In contrast, "The Big Short" investor Michael Burry recently explained why the wildly popular inflows to index funds are distorting the prices of the stocks they are designed to track and warned about the bubble.

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Topics: stocks, portfolio, investor, value, investors, growth, bubble, indexes, nasdaq, index

23 Jul 2019

Rush for Fool’s Gold in the Hot IPO Market

Posted by Brady T. Gingrich

If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard and read about the stream of initial public offerings (IPOs) hitting the markets over the past few months. From ridesharing behemoths to producers of plant-based meat alternatives, the majority of these share offerings have belonged to emerging tech companies which have shown tremendous growth and now seek public investment following multiple rounds of private funding. These companies often see stratospheric returns in their initial days of public trading before cooling and returning to Earth. This post will address the recent IPO craze from our perspective and highlight why we steer clear with our investors’ capital.

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Topics: investor, prices, investors, investment, price, companies, earnings, ipo, valuations, profitability

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