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Whitepapers

Revisiting an Exposure to Commodities

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist Thomas Nesbitt, CFA, Vice President & Senior Portfolio Manager

We invest in commodities to improve the risk adjusted returns in our portfolios. To gain this exposure we invest in futures contracts rather than the physical commodity.

 

The Benefits of Investing in Real Estate Investment Trusts (REITs)

Nicholas Reynolds, Assistant Vice President & Portfolio Manager

Real estate investment trusts, or REITs, provide investors the opportunity to purchase a diversified portfolio of real estate with an investment structure that is generally liquid. REITs can be either publicly or privately held.

 

Can Private Equity Improve Overall Equity Performance?

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

Private equity (PE) is simply financing provided to privately-held companies in return for an ownership interest in the company.

 


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