SPEA Quarterly Portfolio Commentary-Winter 2023

Another year is behind us, and so traditionally a good time to make prognostications about the year ahead. This year we are more optimistic than past years — in part because we’ve waited to see how January turned out…Read the full commentary in “Forecast 2023:  Long-Term Looks Good” by Kevin Silverman, CFA.

Sterling Small-Cap Value Diversified Fact Sheet - December 2022

Sterling Small-Cap Value Focus Fact Sheet - December 2022

Sterling Quality Income & Value Fact Sheet - December 2022

SPEA Quarterly Portfolio Commentary-Fall 2022

I had the pleasure of recently attending an investment conference hosted by the Hawk Center at UW-Madison, in conjunction with UW’s Applied Security Analysis Program (ASAP).  ASAP is a pioneer in applied investment education and, not coincidentally, a program from which I am an alumnus…Read the full commentary in “Lessons” by Kevin Silverman, CFA.

Sterling Small-Cap Value Diversified Fact Sheet - September 2022

Sterling Small-Cap Value Focus Fact Sheet - September 2022

Sterling Quality Income & Value Fact Sheet - September 2022

Sterling Small-Cap Value Diversified Fact Sheet - June 2022

Sterling Small-Cap Value Focus Fact Sheet - June 2022

Sterling Quality Income & Value Fact Sheet - June 2022

SPEA Quarterly Portfolio Commentary-Winter 2022

This time of year, market participants love to read prognostications about the year ahead. With January behind us, I feel we have a bit of an edge over our competitors in that our rosy view won’t be immediately rendered incorrect…

Read the full commentary in “2022 and Beyond!” by Kevin Silverman, CFA.

Sterling Small-Cap Value Diversified Fact Sheet - March 2022

Sterling Small-Cap Value Focus Fact Sheet - March 2022

Sterling Quality Income & Value Fact Sheet - March 2022

SPEA Quarterly Portfolio Commentary-Fall 2021

The future is always uncertain, but at a time when
almost all historic patterns of commerce are changing at once, the near term is more uncertain than usual…

Read the full article in “Productivity to the Rescue!” by Kevin Silverman, CFA.

SPEA Quarterly Portfolio Commentary-Summer 2021

At all times, even weird ones like this, we worry mostly about earning a good risk adjusted total return. That has always been the goal of our strategies and the team that runs them. Aiming for a specific total return in the short-term is tricky because if your investments require more certainty about the timing, you are almost certainly giving up some piece of total return…

Read the full article in “The Secret Sauce of Total Return” by Kevin Silverman, CFA.

SPEA Quarterly Portfolio Commentary-Spring 2021

SPEA Quarterly Portfolio Commentary-Winter 2021

The future came a little sooner than usual in 2020.  The typically slow march of faster, better and cheaper product and service offerings taking share over the course of a generation, all were adopted quickly in 2020 because there was no choice.  Read the full article in “2020 Hindsight” by Kevin Silverman, CFA.

SPEA Portfolio Commentary-Summer 2020

Kevin Silverman discusses “Pandemic Parallels” in Sterling Partners Equity Advisors Summer 2020 Portfolio Commentary.

SPEA Quarterly Portfolio Commentary-April 2020

Kevin Silverman shares his perspective on historical bear markets and one of the most rapidly changing markets in recent history. Read Three Bad Bears for the full commentary.

SPEA Quarterly Portfolio Commentary-January 2020

Kevin Silverman, CFA and Portfolio Manager of Sterling Partners Equity Advisors, shares his 4Q 2019 portfolio commentary.  Read more about Kevin’s market views in “Advantage: U.S. Equities.”

SPEA Quarterly Portfolio Commentary-October 2019

In “Uncertainty is Our Friend…I Think,”  Kevin Silverman addresses how economic and market uncertainty affects small-cap investors.

SPEA Quarterly Portfolio Commentary-July 2019

Kevin Silverman, CFA, shares his market views in his 2Q 2019 portfolio commentary.

SPEA Quarterly Portfolio Commentary-April 2019

“Because we invest for the long term, we try hard to remember that short-term market changes are largely emotional reactions to short-term news,” says Kevin Silverman, Portfolio Manager. Read more in his 1Q 2019 Portfolio Commentary.

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