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Commentaries

Weekly Investor – August 21, 2017

  Another Down Week The S&P 500 Index had another down week returning -0.6%, making it the second worst week of 2017. The first seven months of 2017 have all ended in positive territory; however, August is currently in the red with just two weeks remaining. The week started off on a positive note as […]

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Large Cap Commentary -July 2017

In our line of work, change is inevitable and the fortunes of industries and sectors can change, sometimes dramatically. A portion of our job is to recognize change and adjust our portfolio accordingly.  A few months ago, I wrote about our specialty pharmaceuticals holdings.  If you recall, we increased our exposure as a positive “change”, […]

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Small Cap Commentary – 2Q17

The Argent Small Cap Core Equity strategy ended the second quarter of 2017 on a high note, returning 4.49% (net of fees) and outperforming the Russell 2000® Index return of 2.46%.  Additionally, on a year-to-date basis, the strategy is up 9.5% (net of fees), and has outperformed the benchmark by 4.5% (net of fees).  While […]

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Dividend Select Commentary – 2Q17

Following an amazing five year period for high dividend stocks, the second quarter and first half of 2017 is now behind us and the Argent Dividend Select ended the first half up 3.3% (net of fees), behind both the S&P 500® and Russell 1000® Value indices.   We are okay with this.  After all, given the […]

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Argent Quarterly Investment Commentary – June 2017

The two most powerful warriors are patience and time. – Leo Tolstoy It has been exactly ten years – 520 weeks – since two hedge funds managed by Bear Stearns collapsed after making ill-conceived bets on credit derivatives backed by subprime mortgages. That initiated a painful chain reaction which did not end for nearly two […]

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