GIM is an independently owned boutique asset management company offering a diverse and broad range of asset classes available through multiple investment vehicles: separately managed accounts, model portfolios, collective investment trusts and our family of mutual funds. At GIM, we continuously evaluate and refine investment strategies, so our fundamental research, quantitative modeling and philosophy integrate innovative ideas and investment approaches. To read our social media terms of use, visit: https://bit.ly/45bscV5
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1650 Market Street
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US，PA，Philadelphia，19103
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Despite an overall strong Q2 2024 earnings season, the Magnificent Seven earnings surprises were less than magnificent compared to the average stock. As the market concentration of passive U.S. large cap indices persists, index investors may face risks while broader participation of earnings strength relative to the Mag 7 may offer opportunities for active large cap strategies. Read more >> https://hubs.ly/Q02Py_Mw0 #MagnificentSeven #MarketSnapshot
Despite an overall strong Q2 2024 earnings season, the Magnificent Seven earnings surprises were less than magnificent compared to the average stock. As the market concentration of passive U.S. large cap indices persists, index investors may face risks while broader participation of earnings strength relative to the Mag 7 may offer opportunities for active large cap strategies. Read more >> https://hubs.ly/Q02Py_Mw0 #MagnificentSeven #MarketSnapshot
The intraday spike of the CBOE Volatility Index (VIX) on August 5th reached a level not seen since the depths of the Covid lockdowns in 2020. It has generated much of the VIX conversations of late, yet we believe the continued “kink” in the VIX futures curve is worthy of some conversation. Read more >> https://bit.ly/3TgnJgM #MarketSnapshot #SmallCap
Today we celebrate our employees, partners and workers everywhere. We’re incredibly grateful for your passion, dedication and hard work. “Your commitment to excellence drives our collective success. Thank you.” - Peter Zuleba, President and CEO #HappyLaborDay #WorkerAppreciation
Market conditions point to a brighter future for smaller companies; nevertheless, Small Cap Portfolio Manager Jordan Irving warns a rising small cap tide will not lift every stock. This is the value of active management. https://hubs.ly/Q02M9w9n0 #smallcaps #activemanagement
The first half of 2024 saw a major bull-market rally for the S&P 500, largely due to the “Magnificent Seven”. While the markets have rapidly changed in Q3, the longer-term perspective of concentration in the S&P 500 continues to present challenges. GIM’s CIO Stacey Gilbert and her team review seven charts of concerning historic concentration in U.S. large cap passive indices and highlight opportunities for investors looking to move away from this risk. #magnificentseven #concentrationrisk #activemanagement
With an anticipated rate cut at the Fed’s September meeting, small cap equities could benefit, says Portfolio Manager Jordan Irving. Small caps often carry higher debt burdens than their large cap peers, so a decline in rates might allow them to allocate more capital to business needs. Read more > https://hubs.ly/Q02L6Jrn0 #smallcaps #largecaps #interestrates #FOMC
A volatility-adjusted five-day outperformance for small caps in mid-July could bode well for their continued outperformance. We believe higher quality small caps offer an attractive risk/reward relative to passive large caps. Read more >> https://bit.ly/3WlVK00 #smallcap #largecap
In a low-to-no-borrowing-cost environment, many small companies have remained private rather than going public through an IPO. As borrowing costs level out at higher levels, we expect to see that dynamic change, says GIM Small Cap Portfolio Manager Jordan Irving, presenting a potential opportunity for small cap investors. https://hubs.ly/Q02Jmt_x0 #IPO #smallcap
We believe owning dividend-paying companies that are also effectively reinvesting in their businesses can be a successful equity strategy. Our white paper dives deeper into our analysis of the impact of dividends on returns, risk and the business. Read More: https://hubs.ly/Q02HXxTB0