Notes from the CIO

SRCM's Chief Investment Officer, Mark Mowrey, provides additional perspective on this month's commentary. Importantly, this commentary is not presented as an investment recommendation. The approach described may not be right for everyone. No one watching

Listen to latest episode

Notes from the CIO Cover Art

Follow Our Podcast

Recent Episodes

Disproportionate Excess

Posted September 4, 202000:08:39

History shows that smaller-capitalization stocks have tended to outperform larger-cap stocks over time. Just not always. And just not for the recent...

What's to Come?

Posted August 10, 202000:21:54

With the global pandemic surging anew, governments around the world are developing additional measures to counteract the macroeconomic strain wrought...

Lamenting the Bounce?

Posted July 2, 202000:06:18

A short discussion re: how we seek to align portfolio exposures with client desire for and comfort with market risk.

Familiar Themes

Posted June 6, 202000:04:17

Among the equity market themes one learns early on is that market history is not prologue: past performance is not indicative of the future. We learn,...

Time for Value...Now?

Posted May 13, 202000:02:55

No summary available.