Monthly Archives: November 2014
Active Investing: Opportunity in Gold
As active managers, we embrace both a top down and bottom up investment philosophy as we look for opportunities for investment. One such potential opportunity we are seeing from more of a top down, thematic approach is in gold. Before …
Upcoming TV Appearance
Tim Gramatovich, Chief Investment Officer of Peritus, will be a guest on Fox Business Networks’ “Willis Report” today, Monday, November 17th at 5:35pm ET
Peritus in the News
Peritus was mentioned in the article “Buy These 3 ETFs for Active Management Strategies,” by Eric Dutram of Zachs Research.
Volatility and “Risk”
Volatility has seemed to be the trend in markets over the past couple months. It was just a few weeks ago that we saw equity markets getting crushed, only to roar back and actually finish up for the month of …
Upcoming TV Appearance
Tim Gramatovich, Chief Investment Officer of Peritus, will be a guest on Fox Business Networks’ “Opening Bell with Maria Bartiromo” on Wednesday, November 12th at 9am ET. Tim will be discussing the current state of the energy market.
Rome is Burning
The concurrent storms in energy and the secondary bond/loan markets have tested our mettle. However, we believe that both of these will pass as quickly as they came, but provide fantastic entry points for thoughtful investors as there is a …
Peritus in the News
Peritus was mentioned in the article, “Recent rout makes high-yield bonds intriguing,” by Aaron Katsman of MarketWatch, November 4, 2014.
Election Impact on Oil
The tally is in and it was a very bad evening for the Democratic party. Senate races in Iowa, North Carolina, Georgia and a host of other States went red. Alaska is still to be determined (likely Republican) and Louisiana …