WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Brandes Investment Partners - Due Diligence Report

Posted by Gabriel Burczyk | Founder & CEO

December 2, 2009

The history of the firm, how it is structured from an organizational standpoint, and the investment process and philosophy of the International Equity portfolio, are all detailed in this report. As a value manager, Brandes focuses on fundamental characteristics of a company to develop an estimate of its intrinsic value. The strategy of buying businesses at a discount to this estimate is what they believe will yield positive long term results.

[+] Read More

Fiduciary Asset Management - Fourth Quarter Outlook

November 24, 2009
It appears the recession ended late in the second quarter of this year, and Fiduciary believes the economy should continue on the recovery path that is now in process. Fiduciary does see negative implications out there, such as large budget deficits, increasing unemployment, potential tax increases and increased regulation. But they believe these should be overshadowed as the continuation of low interest rates, and improving credit markets, causes the upward momentum in the domestic and global economies to continue. Download Full Commmentary Here Get Free Research Reports about Fiduciary Asset Management [+] Read More

Baker Avenue Asset Management - Third Quarter Market Commentary

November 18, 2009
Baker Avenue believes it is just as important to play defense as it is to play offense in the stock market. Although their sentiment indicator is still in bullish territory, they are remaining cautiously optimistic for the rest of the year. There will be pullbacks in the market going forward, but they believe the upward primary trend is still in place. Download Full Commmentary Here Get Free Research Reports about Baker Avenue Asset Management [+] Read More

Fiduciary Asset Management - Analyst Commentary

November 17, 2009
The large cap core strategy is the topic of this commentary. The Manager Strategy Group at Wells Fargo Advisors recently had an onsite meeting with the management and investment teams at Fiduciary. The report discusses the roles of the two teams, and the strategy used to make the investment decisions. Download Full Commmentary Here Get Free Research Reports about Fiduciary Asset Management [+] Read More

Fayez Sarofim - Market Commentary

November 10, 2009
The transition from recession to recovery is underway, and Fayez Sarofim believes we are still in the early stages. The outlook is positive but there are still potential setbacks that could occur along the way. Improving capital market conditions, low interest rates, low inflation, and upward revisions on future earnings forecasts are all potential factors which could carry the market forward. But watch out for the fading stimulus spending, and the withdrawal of liquidity by the FED, as these could heighten the concern about future growth. Download Full Commmentary Here Get Free Research Reports about Fayez Sarofim & Co. [+] Read More

Federated Investors: Economic and Market Update

November 2, 2009
In their latest money manager commentary, Federated Investors looks at the positive and negative data and indicators currently in the marketplace, and what lies ahead as we move closer to the year end. The question now has moved from, when will there be a recovery, to, how strong the recovery will be. Regional manufacturing increases, an expected strong holiday sales season, and the continued stance on monetary easing, should all help aid the recovery. Download Full Commmentary Here [+] Read More

Alliance Bernstein - Capital Markets Outlook: Summer 2009

July 28, 2009
Alliance Bernstein believes that the recent market rally has brought some needed relief to investors. But as signs of an economic recovery build, risk and uncertainty remain in the marketplace. Opportunities can be found though as the continuation of risk aversion has created the potential for attractive returns in many investments. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein Capital Management [+] Read More