Arctos’ Post

It was great to catch up with #investors Friday last week, to discuss the current state of the #economy and Enhanced Value Fund (EVF) portfolio #positioning going into 2024. In the excerpt below, we are discussing why Energy make sense in today's environment. It is always humbling to engage such an educated investor base and answer so many punchy questions. 🥊 In fact, one of the key characteristics of EVF, and one that we believe makes it unique, is the #highly #sophisticated #investor #base, which makes the updates a two-way conversation. Looking forward to the next one ⏩ Disclaimer: The information provided in this video is for general informational purposes only and should not be considered investment advice. The host and guests are not financial advisors, and any opinions expressed are their own and do not constitute professional financial advice. Any discussion about a specific fund or security does not constitute an offer to sell or a solicitation of an offer to buy any securities. Listeners should not construe any such discussion as a solicitation for investment or subscription. Investments in stocks and securities carry significant risk, and listeners should do their own research and consult a qualified financial advisor before making investment decisions. Past performance is not indicative of future results. Listeners invest at their own risk.

If you missed the webinar this Monday, check it out on your own time through the below link! Please reach out for more information! Tidal Financial Group Index One HANetf #ETFS #portfoliomanagement #finance #markets #etf

Our Director, Chirag Muni, shares invaluable guidance on navigating the mutual fund journey with ET Markets. From the crucial first steps to crafting the right asset mix, Chirag addresses key questions on allotment, timing, exposure, and more. https://lnkd.in/gGCaqCn2

Brianne Gardner, MBA, Senior Wealth Manager at Velocity Investment Partners, Raymond James' top stock picks for August 2024: 📈 Visa ($V): Leading the way in fintech, VISA remains a dominant force in the payment processing industry, offering stability and growth. 📈 Chevron ($CVX): A global energy giant, Chevron is making significant strides in clean energy, ensuring its position as a forward-thinking leader. 📈 CN Railway (CNR): Known for its resilience, CNR continues to deliver strong financial results, making it a top choice for long-term investors. These companies represent a diversified approach to investing, balancing growth, income, and stability in a dynamic market. #Investing #StockMarket #TopPicks #FinancialPlanning #VISA #Chevron #CanadianNationalRailway #BrianneGardner #VelocityInvestmentPartners #RaymondJames https://lnkd.in/gpj3c-Cx

Thanks Livewire Markets and Sara Allen for the opportunity to share how Lonsec thinks and uses Alternative assets in portfolios. Sizing and the Sharpe Ratio are keys to success.

The average return on investments often paints a picture of steady gains, but this is not the experience most investors face. Market volatility means that some years will yield high returns, while others may see significant losses. This is where the concept of a 'lifeboat drill' becomes crucial. By preparing for downturns through strategic asset allocation and scenario planning, investors can ensure they are better positioned to handle market downturns. This proactive approach not only helps in safeguarding investments during the bad years but also in maintaining a steady course towards long-term financial goals. Thus, engaging in these drills is akin to rehearsing for rough seas—it ensures you are prepared, come what may.

Do you use Alternatives within your portfolio’s? How do you use them? What type of strategies do you use? Lonsec CIO, Nathan Lim, discusses how we view this often misunderstood asset class, the ways in which they can enhance client portfolios and what to look out for. #partnerwithprofessionals #tailoredsolutions #managedaccounts

#CPZ's multi-asset approach offers a compelling choice for investors pursuing competitive distributions and capital appreciation. Learn why in our on-demand webinar: https://bit.ly/3SSeCDh

Many MFDs want to know about the new guidelines on AUM transfer especially when an investor initiates asset transfer. This article gives much needed clarity.