Simpson Capital uses research and analysis to understand and describe the investment environment by forming an opinion of the political economic landscape and outlook. This reasoned knowledge is in the form of perspective, understanding, or deduction. Sometimes SCM may come up with an insight after a long period of thought, or suddenly out of thin air as in an epiphany or sudden understanding.
Once SCM has feel for the bigger picture, it applies these macro-economic themes to the industry and individual issue levels on an actionable basis. An outlook is developed for each of the ten industrial sectors comprising the market by discerning factor patterns. Individual stocks are followed in three tracking lists ranging from a universe of one hundred stocks down to the best in each sector.
Issue selection selection for your portfolios are drawn from these lists after diligent consideration and followed carefully for any changes in initial assumptions. Decisions are made broadly across all of SCM’s portfolios rather than isolated buy/hold decisions.
The research and opinion of these outlooks are presented in this Our Insights section through blogs and research reports.
- Blogs : SCM Market Strategist Journal blog is a compilation of economic data, analysis and commentary used to form Simpson Capital ‘s opinion of the current investment environment for clients and the general public. It consists of market and political observations, surveys of public economic forecasts, industrial sector analysis, quarterly newsletters, special reports and major market indices tables. Fiduciary Responsibility Forum is a discussion of fiduciary duty in the investment advisory profession highlighting the Department of Labor’s April, 2016 announcement of new rules on how stockbrokers render investment advice.
- Quarterly Survey of Public Forecasters :The US Economic Forecast posts are a compilation of several reports and commentary resulting from SCM quarterly public economic forecast survey. The Survey is presented separately on annual and quarterly basis’s. The SCM Full Survey Quarterly is availableon request.
- Industrial Sector Analysis : SCM Sector Outlook is a quarterly analysis of the ten industrial sector outlooks of public traded stocks. The sectors are Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, information Technology, Materials, Telecommunications, Utilities and soon to be added: REITs
- Security Selection Analysis (on request) : The SCM Followed Report tracks our one hundred stocks of interest, culled from about a two thousand firm universe of large- and mid-sized stocks. The SCM Advantage List narrows down our top three ready-to-go picks in each of the ten industrial sectors. The SCM Frontline Focus list represents our top choice in each sector.
Report Access: To access this reports above, hover over the Our Insights menu choice above and select the report or click the hyperlinks in the text..
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