Posts by Erika Baldwin
Comparing Donor-Advised Funds and Private Foundations
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) 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 views on said topic. Please see additional disclosures at the end of…
Read MoreEnhanced Retirement Benefits & The SECURE Act 2.0
The views expressed are those of Anchor Capital Advisors, LLC (“Anchor”) 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 views on said topic. Please see additional disclosures at the end of…
Read MoreCOLD: NYSE
The views expressed below are those of Anchor Capital Advisors, LLC (‘‘Anchor’’) as of the date written and are subject to change at any time. They are based on our proprietary research of the stated company and the following is a summary of the primary factors that support our beliefs and rationale for investing in…
Read MoreAnchor Expands Private Client Group
Anchor Capital Advisors Expands Private Client Group Firm is excited to welcome Cameron R. Rahbar, CFP®, Wealth Strategist Boston, MA – July 28, 2022 – In an ever-evolving world with increasing complexity, we must take steps to grow and deliver new capabilities for our clients. With that in mind, we want to introduce Cameron Rahbar,…
Read MoreRenewable Energy
Overview A combination of factors drove Anchor’s increased focus on the utility sector and renewable energy space. First, after the Paris Agreement was signed in 2016 we observed a major shift in sentiment and a heightened global response to reducing carbon emissions. The stock prices of companies in certain industries like energy and utilities –…
Read MoreRising Rates Can Be Good For Value
With the expectation for increased stimulus, stronger economic activity and higher interest rates, Value has outperformed Growth since 4Q20 Chart 1: The Rotation is Real Since November of 2020 value has outpaced growth As COVID restrictions ease and the economy reopens value is poised to continue to benefit relative to Momentum stocks As the recovery…
Read MoreSmall Caps and Recessions
“It’s been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. In the end, what counts in investing is what you pay for a business – through the purchase of a small piece of…
Read MoreMid Cap Investing
Executive Summary We view mid cap stocks as a distinct segment of the U.S. equity landscape and believe there are key attributes that separate them from their small and large cap brethren. The mid cap universe is large and diverse; making up 22% of US securities listed on stock exchanges,1 Mid cap companies can be…
Read MoreFounder-Led Companies
A growing number of companies are led by founders, and we believe for good reason.1 According to Schroders, 7% of globally listed public companies with market capitalizations over $500 million are still run by their founders.2 The trend is even more pronounced with newer public companies. Among globally listed IPOs over the past five years,…
Read MoreThrowing a Curve: Are Yields Signaling Trouble Ahead?
Change is in the air. After a 37-year bull market in U.S. Treasury Bonds that repeatedly probed new depths in yields, the 10-year U.S. Treasury bond yield hit a low of 1.36%1 in July 2017 before turning back up again. As of this writing (in June of 2018), it has climbed to around 3%2—a level…
Read MoreBoston wealth manager strikes out on its own, defying trend
While many of its peers are being acquired by larger companies, Boston wealth management firm Anchor Capital Advisors is going in the opposite direction — toward independence. Anchor recently announced that it had completed its $47 million buyout transaction with Boston Private Financial Holdings (Nasdaq: BPFH). For more than a decade, Anchor was owned by…
Read MoreIn a Highly Valued Market with Rising Rates What Role Does Cash Play?
The holy grail of investing in our opinion is providing competitive returns over a market cycle and protecting client assets in a down market. It is easier said than done. We have built our reputation over the last 35 years on a disciplined value investment approach that is keenly attentive to generating returns and protecting…
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