Real Time Web Analytics

Commentaries

Weekly Investor – October 16, 2017

  Broken Record – Another Record Broke The end of another week has brought yet another all-time high for equities.   This marked the fifth week in a row that the market has closed at an all-time high. To try and put these numbers in perspective, the aggregate market capitalization of the S&P 500 on election […]

Read More


Large Cap Commentary – September 2017

Large cap stocks posted good performance in the third quarter, continuing the pleasant trend established in the first half of the year of the market slowly grinding up. Along the way, we heard more and more concerns about the inevitable correction, or the “Due Theory.” This theory is often used in sports to note that […]

Read More


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 […]

Read More


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 […]

Read More


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 […]

Read More