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Outlooks - May 2017

Perspectives - Q2 2017

Embrace Change

By Jeff Otto, CFA

Heraclitus, an ancient Greek philosopher, inspired the quote “Change is the only constant in life.” Often, change occurs rapidly and at unexpected times leading to feelings of exuberance, fear or sadness. Change can also occur slowly and unbeknownst to the naked eye until it becomes painfully obvious. As an investor, change occurs every day in the markets as news is quickly disseminated and priced into stocks and bonds either positively or negatively. Sometimes, though, there are subtle shifts that emerge and can take many years to play out. As long term investors, we are focused on identifying these subtle changes at an early stage in order to position client portfolios for long term success.

Download our Q2 Perspectives PDF to read more


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