These pieces are thoughts, updates, and announcements from Counterpoint’s portfolio managers, Michael Krause and Joseph Engelberg.
May 27, 2020Why Diversifier Strategies Matter
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that are traditionally…Read more.
March 4, 2020Where Does Tactical High Yield Fit?
The addition of tactical trend following in fixed income can greatly benefit a traditional stock-and-bond portfolio. In How To Shelter from Macro Shocks, we discussed…Read more.
April 25, 2019The Not-So-Safe 60/40 Portfolio
A 60/40 split between buy-and-hold positions in stocks and bonds is a time-honored, set-and-forget, plain-vanilla asset allocation – so much so that it’s often shorthand…Read more.
February 15, 2019The Keys to Smart Equity Investing
In today’s hypercompetitive investment landscape, active investment managers must earn their fees by targeting genuine opportunities to outperform. To do this, managers need to use…Read more.
January 18, 2019Vaccinate Your Bond Portfolio
Markets delivered a rough close to 2018. Risky asset prices whipsawed, and a bear market in U.S. equities may have taken hold. Investors who had…Read more.
November 19, 2018Add A Dash Of Tactical
The life of the investment advisor is full of challenges. Robo-advisors, indexing, and other low-cost options have entered the market, and clients are increasingly prepared…Read more.
October 16, 2018How to Shelter from Macro Shocks
Amid recent sharp daily declines in broad U.S. stock indices, advisors and portfolio managers are once again preparing their clients for possible sharp declines in…Read more.
August 23, 2018Bigger Isn’t Always Better
Markets always find new ways to challenge investors. In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure to short…Read more.
July 10, 2018Where Factor Investing Has Worked
Counterpoint Tactical Equity and Counterpoint Long-Short Equity funds are built on confidence in the advantages of adding international names to our multifactor long-short stock portfolios.…Read more.
April 24, 2018Where Did All the Alpha Go?
We all know the 2008 financial crisis completely upended Wall Street. Storied firms disappeared; Dodd Frank ushered in a new regulatory regime; and central bankers…Read more.
November 27, 2017How and When to Look for a Recession
Nearly a decade after the Federal Reserve’s interventions during the Great Financial Crisis, investors have been questioning whether Fed policy has corrupted the yield curve,…Read more.
April 20, 2017Do Bubbles Exist?
In the Counterpoint Tactical Equity Fund, systematically choosing the right time to take on broad equity market risk is a challenge we continually strive to…Read more.
January 17, 2017January 2017 Update
New Year Update The Counterpoint Tactical Income Fund is currently in a risk-on position, invested in high-yield corporate credit. Morningstar ranked the Fund’s performance in…Read more.
February 23, 2016The Buy and Hold Religion
In investing, the following commandments are the religious truths governing the cult of Buy and Hold. If your belief wavers, you risk committing moral blasphemy:…Read more.
January 19, 2016Is “Smart” Money Smart?
Investors pay professional money managers because of managers’ reputation for identifying and exploiting mispriced assets in an effort to beat the market. However, recent evidence…Read more.
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