For Investment Managers

I can save you time, and help you bring in more clients, by providing written material and analysis, including the following:

Monthly investment review letters:  I can provide concise, well-written summaries and analysis covering major political, economic and stock market developments.  These monthly letters can be sent to your clients or used on your website and social media channels, thereby demonstrating your investment expertise to clients and potential clients.

Examples of recent monthly letters can be found in the blog posts on this website (or by clicking on these links:  January 2020 Monthly Letter   or   February 2020 Monthly Letter    or    First Quarter 2020 Letter ).

In addition to providing general market analysis, these reports can be customized to discuss specific actions that your firm is taking in client portfolios.

Weekly market commentary:  Similar to a monthly review letter, but summarizing all key investment news and events of the past week.  Again, can be sent to your clients, used on your website, etc. 

Please see recent blog posts for examples, such as “Market Comments:  Week Ending 3-13-20.”

Market analysis and insights – you can outsource your investment research process:  In addition to following global macro developments, every week I perform a comprehensive review of key charts and market indicators.  Then I use state-of-the-art software and databases to analyze sectors, industry groups and individual stocks, using both fundamental and technical criteria. 

This analysis is based on proven, time-tested principles, and is designed to cut through the information overload.  It can lead to valuable investment conclusions regarding asset allocation, sector weights and stock selection, in an integrated way, thereby providing profitable ideas for your team of portfolio managers. 

For a discussion of how this process leads to valuable investment conclusions, please see some of the articles on this website such as “Investment Strategy Case Study.” 

Additional examples of this analysis are contained in blog posts such as “Review of Stock Market and Sectors” from late January 2020, and “Model Portfolio:  Mid-February 2020.” 

Please contact Jonathan Strauss, CFA to get started today:

Email:       jon@straussresearch.com

Mobile / text:       513 – 379 – 2792

Note:  additional previous monthly investment letters can be found under the “Categories” heading on the right sidebar of this website, in the “Monthly Letters” section.