Stay the Course: Third Quarter 2023
October 26, 2023
A collection of charts that demonstrate the potential benefits of maintaining investment positions through market volatility.
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Investment Ideas
Stay on Course
May 22, 2023
Our latest chartbook offers some perspective for those concerned about the confluence of factors (e.g. inflation, rates, recession) that have challenged investor resolve. Our message is unchanged: stay on course—history shows that the best strategy is to stay invested.
Read PostWe See Big Opportunities for Small Caps in 2023—Hear the Replay from Senior Portfolio Manager Brandon Nelson’s Webcast
Brandon Nelson, CFA
February 28, 2023
On a February 23 webcast, Senior Portfolio Manager Brandon Nelson shared his conviction that the pendulum is swinging in favor of the small-cap asset class. He believes many signs look especially promising for CTSIX’s portfolio of secular growth companies with visible revenue streams, which should be less vulnerable to any broad economic slowdown.
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