Posts by Erika Baldwin
In 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…
Read MoreCapturing the Opportunities in the M&A Market
Strength and Characteristics of the M&A market Mergers and Acquisitions (M&A), one of the major facets of capital markets and corporate financing, can be defined simply as the consolidation of companies. To differentiate the two terms, a Merger occurs when two companies combine to form one, and an Acquisition occurs when one company buys another.…
Read MoreUMA Programs Draw Record Flows in Q4
Read The Full Article On UMA Programs Draw Record Flows in Q4
Read MoreIs Active Management Ready to Make a Comeback?
In the battle of investment approaches, it appears passive investing has been declared the winner—at least, according to the popular press. The virtues of passive management seem to be a favorite topic of white papers, industry conferences and client meetings. It’s no wonder that flows into passive funds and Exchange Traded Funds (ETFs) reached all-time…
Read MoreThe Potential Pitfalls of Using Adjusted Earnings
We See A Growing Use Of Adjusted Earningsi In the past few years, the use of adjusted earnings has grown, creating potential pitfalls for investors. The use of adjusted earnings by S&P 500 companies grew from 208 companies in 2009 to 401 companies in 2015.ii Using companies’ adjusted (and more often flattering) earnings can be misleading.…
Read MoreAnchor Capital Advisors LLC expands their investment team with the hire of Jennifer DeSisto
Anchor Capital announced today that Jennifer DeSisto, CFA® has joined the firm as a Senior Vice President. Jennifer’s responsibilities include being a member of the All Cap Value and Balanced portfolio management teams and Anchor’s Investment Policy Committee, in addition to managing a segment of legacy high net worth client portfolios and relationships. Jennifer brings…
Read MoreAnchor Names Babson Vice Provost Brush To Board
Babson College Vice Provost For Global Entrepreneurial Leadership Candida Brush has been named to the board of Anchor Capital Advisors LLC. Dr. Candida Brush is a full professor and holder of the Franklin W. Olin Chair in Entrepreneurship, and serves as the Vice Provost of Global Entrepreneurial Leadership. She is also the Faculty Research Director…
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