| White Papers | |
|---|---|
Why International Small Capitalization Equities? |
 PDF |
CBIS IDBF & OBF White Papers |
PDF |
Active vs. Passive: An Update |
PDF |
The Private Equity Panacea? |
PDF |
The Importance of Conviction |
PDF |
Market Timing |
PDF |
| Market Perspectives | |
|---|---|
2Q2020 Market Overview: It’s Daybreak, the Sails are Set, but the Seas Remain Turbulent |
PDF |
1Q2020 Market Overview: Navigating through a pandemic that stopped the world |
PDF |
4Q2019 Market Overview: Stage is Set for Continued Economic Growth in 2020 |
PDF |
3Q 2019 Market Overview: Value & Growth Strategies Since the Global Financial Crisis |
PDF |
Q2 2019 Market Overview: Tariffs Taking Their Toll |
PDF |
Q1 2019 Market Overview: Markets Roar Back |
PDF |
Q4 2018 Market Overview: Optimism After a Year |
PDF |
Q3 2018 Market Overview: A Look Back – The 2008 Global Financial Crisis |
PDF |
Q2 2018 Market Overview: The Trade Deficit and Tariffs |
PDF |
Q1 2018 Market Overview: The Return of Volatility |
PDF |
Q4 2017 Market Overview: Another Strong Year |
PDF |
Q3 2017 Market Overview: Aging Bull |
PDF |
Q2 2017 Market Overview: Still Great Expectations |
PDF |
Q1 2017 Market Overview: Be Prepared |
PDF |
Q4 2016 Market Overview: A Very Political Economy |
PDF |
Q3 2016 Market Overview: The Yogi Berra Market |
PDF |
Q2 2016 Market Overview: The Value Malaise |
PDF |
| Videos | |
|---|---|
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Podcast: 2Q 2020 Magnus® Watch Video |
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Podcast: 2Q 2020 Watch Video |
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Podcast: 1Q 2020 Magnus Funds Watch Video |
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Podcast: 1Q 2020 The Pandemic That
|
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Podcast: 4Q19 Market Environment
|
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Podcast: Stewardship Update –
|
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3Q 2019 Investment Podcast Watch Video |
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2Q 2019 Investment Podcast Watch Video |
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1Q 2019 Investment Podcast Watch Video |