Posts by Anchor Capital
Changes to Mid Cap Allocations
Investing in Mid Cap stocks can offer the stability of Large Cap stocks with the growth component of Small Cap stocks. Can small changes to Mid Cap allocations have positive long-term outcomes for an overall portfolio? In this scenario, we take a look at a client allocation covering a 25-year period for an investor with the…
Read MoreWhose Side Are They Really On? 5 Ways to See If Management’s Interests Are Truly Aligned With Shareholders
The views expressed below are those of Anchor Capital Advisors, LLC (“Anchor”) as of the date written on the last page of disclosures and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our…
Read MoreAnchor Managed Accounts Balanced Value Strategy: Stability with a Focus on Downside Risk
The views expressed below are those of Anchor Capital Advisors, LLC (“Anchor”) as of the date written on the last page of disclosures and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our…
Read MoreThe Value of Values: ESG and Value Investing
The views expressed below are those of Anchor Capital Advisors, LLC (“Anchor”) as of the date written on the last page of disclosures and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our…
Read MoreDig Deeper: Quality in The Small Cap World
The views expressed below are those of Anchor Capital Advisors, LLC (“Anchor”) as of the date written on the last page of disclosures and are subject to change at any time. They are based on our proprietary research and general knowledge of said topic. The below content and applicable data are in support of our…
Read MoreThe Upside of Downside Protection
Investors often forget about the need for downside protection. But to protect capital over the long term, it’s important to take the peaks and valleys of cyclical market performance into account. A CLOSER LOOK AT ANCHOR MID CAP VALUE PERFORMANCE The Russell Mid Cap Value Index has recorded 10 down-market quarters in the last ten…
Read MoreAnchor Capital Advisors Names New Co-CIO
Anchor Capital Advisors Names New Co-CIO Firm is excited to elevate a seasoned member of the Investment Team Boston, MA – April 12, 2019 – Anchor Capital Advisors, LLC (“Anchor”) is proud to announce the promotion of seasoned portfolio manager Jennifer K. DeSisto, CFA®, to that of co-chief of investments. Ms. DeSisto will serve alongside…
Read MoreThe Value Cycle
As interest rates have risen under Fed policy, we may be entering a new market cycle. What does this mean for investors? The Federal Reserve’s decade-long low-interest-rate policy has been a tailwind for the continuation of a growth dominated market for most of the last decade. Two factors to consider: Recent policy changes signal that…
Read MoreAnchor Capital Advisors Regains Majority Ownership from Boston Private
Next generation steps into management roles, positioning the firm for future success BOSTON, MA – [April 17, 2018] –Anchor Capital Advisors, a value-focused asset manager, and wealth advisory firm, announced the completion of its previously-announced management buy-out from Boston Private Financial Holdings. Through this transaction, Anchor’s management team reassumed majority ownership and control of their…
Read MoreValue vs. Growth: Is There Still Value in Value Investing?
Value vs. Growth: Is There Still Value in Value Investing? With equity markets reaching new highs, and high-valuation, big technology firms delivering the best performance1, some investors are questioning whether value investing is dead. That question, however, only serves to remind us that tides can turn. “The last time value fell so deeply out of…
Read MoreA Primer on Active Share
In Anchor’s opinion the only way for a portfolio manager to have a chance of outperforming a benchmark is through active share. Active share is defined as the percentage of a portfolio that differs from a benchmark index. Active share measures the degree of active management in an actively managed portfolio. Index funds, which are…
Read MoreSmall Cap Investing over the Long Term
Over the long term small caps stocks have outperformed large caps stocks[sup]i[/sup] . However many investors believe small caps are more risky and therefore allocate a smaller percentage of small caps than large caps to their portfolios. Their concerns with small caps may be dependent on their definition of risk as well as the time…
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