Global Commentary Q1

Overview During the quarter the U.S. markets continued an upward trend that began last November when the Federal Reserve indicated that it would start cutting the Fed Funds rate in 2024.[1 ]This accommodative policy has, in part, helped drive global growth and in turn  propelled markets to new highs. We now see cash coming off…

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The Power of Dividends and Their Compounding Effect

Executive Summary: Dividend-paying stocks have historically outperformed non-dividend paying stocks over many market cycles.1 Dividend-paying stocks have a lower risk profile as these dividends tend to be supported by strong cash flows and outperformed non-dividend paying companies. In this current COVID-19 market environment, despite their attractiveness, dividend strategies have underperformed broader market indices. We examine…

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Growth vs. Value: Historical Perspective

United States history is punctuated by a series of watershed moments that have shaped our nation’s history. The Roaring 1920s through The Great Depression, for example, saw the spectacular rise followed by the equally dramatic fall of the US stock market. World War II was followed by 20 years of worldwide economic growth through the…

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Anchor Capital Advisors Elevates Diane DeBono Schafer to COO and Jennifer DeSisto to Sole CIO

The Firm Also Expands Investment Management Team with Addition of Financial Analyst Neeraj Mahajan Boston, MA – April 22, 2020 – Anchor Capital Advisors, LLC (“Anchor”), a value-oriented investment management firm, announced the promotion of two executives. Diane DeBono Schafer was elevated to chief operating officer (COO) and Jennifer K. DeSisto, CFA®, CAIA® was promoted…

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Coronavirus Update

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…

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