These pieces are thoughts, updates, and announcements from Counterpoint’s portfolio managers, Michael Krause and Joseph Engelberg.
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 among advisors and portfolio managers… read more →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 strategies that are different from… read more →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 looked to high yield credit… read more →Read more.
December 18, 2018What’s Going On With High Yield?
As the year draws to a close and many investors are confronting short-term turbulence in riskier asset classes, now is a good time to evaluate Counterpoint Tactical Income’s recent performance… read more →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 to question the value of… read more →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 risky assets. They point to… read more →Read more.
September 25, 2018How To Invest in a Bulletproof Market
As we head into the fourth quarter of 2018, investors have plenty to worry about. From the yield curve pointing to rising odds of a US recession, to an increase… read more →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 positions, and international exposure aren’t… read more →Read more.
July 10, 2018Where Factor Investing Has Worked
Why go invest in Japan, Germany, or Australia when there are plenty of opportunities right here in the U.S? Counterpoint Tactical Equity and Long-Short Equity funds are built on confidence… read more →Read more.
May 22, 2018Slim Pickings for Active Bond Managers
Imagine you’re an active bond portfolio manager. Your investors hire you to outperform an index, and you do this by buying the best bonds you can find. You’re probably very… read more →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 unveiled unprecedented monetary policies. Along… read more →Read more.
February 20, 2018How Counterpoint Equity Funds Look At Stocks
A quantitative system that ranks stocks according to factors that have historically explained investment returns is not always easy to grasp in the abstract. To give investors a better sense… read more →Read more.
January 9, 2018Counterpoint Mutual Funds, LLC, Announces a Five-Star Morningstar Rating
SAN DIEGO, CA–(Jan 9, 2018) – Counterpoint Mutual Funds, LLC, announced today Morningstar, Inc., a provider of data and research insights on a wide range of investment offerings, has assigned… read more →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, a longtime recession indicator. Deep… read more →Read more.
July 21, 2017Are Factor Returns Still A Factor?
As stock indices continue to soar to all-time highs and painful drawdowns remain scarce, investors have begun to question the value of active strategies. They also appear to be voting… read more →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 improve our approach on. As… read more →Read more.
February 24, 2017High Yield in a Rising Rate Environment
The Counterpoint Tactical Income Fund is currently in a “risk on” position, allocating to high yield bond assets. Investors have lately voiced concerns about the Counterpoint Tactical Income Fund’s exposure… read more →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 the top 2% of 358… read more →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: The stock market will make… read more →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 shows that institutional investors on… read more →Read more.
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