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Tag: Multi-Asset Investing

Winning By Not Losing. Sierra Investment’s Dave Wright On Conservative Disciplined Investing.
3 years ago
Winning By Not Losing. Sierra Investment’s Dave Wright On Conservative Disciplined Investing.

Conservative investing has a reputation for being boring. But our guest this week deploys a conservative approach that is far from that. We speak to Dave Wright of Sierra Investment…

An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
3 years ago
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert

We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have…

Recent Original Research
May 8, 2025
Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
May 6, 2025
Ten High G Score Growth Stocks – May...
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
May 5, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield offers investors a complete picture of how companies return value relative to their market capitalization through three key mechanisms. First, dividend distributions provide direct cash payments from profits to shareholders. Second, stock buyback programs enhance...
May 3, 2025
Ten Top Dividend Aristocrats – May 2025
Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. This group currently includes fewer than 70 companies from various economic sectors. This long-term dividend growth pattern indicates consistent...
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