A client recently asked about our current asset allocation and why we were purchasing high yield bonds versus purchasing a 3-month treasury bill..Read More
The average investor saw a volatile year packed with false rallies and lower lows. The environment has changed. In his December 13th, 2022.Read More
Benjamin Graham is widely known as “the father of value investing” writing Security Analysis (1934) with David Dodd and The Intelligent Investor (1949).Read More
Simply put, we don't buy overvalued stocks...EVER. The time to rotate to value stocks is here. Valuation and strong fundamentals MATTER. This.Read More
When I first graduated from the U.S. Naval Academy with a degree in Economics, I never would have thought after 8 years of.Read More
February 19, 2021— Altrius Capital Management has been awarded a PSN Manager of the Decade and Top Guns 6-star distinction by Informa Financial.Read More
A few clients have asked me about the recent stock market volatility in the broader market in general and with a few select.Read More
Clients familiar with our investment philosophy understand and appreciate our income-focused, value-driven approach. Many of you may recognize the first chart below, which.Read More
A lesson I learned in the Marines, and especially during survival school, is that things usually aren’t as bad as they seem when.Read More
Growth and momentum investment strategies have been driven markedly by FAAT MAN stocks - Facebook, Amazon, Alphabet (Google), Tesla, Microsoft, Apple and Netflix..Read More