by JENNIFER L. KING, IACCP® | Dec 4, 2020 | Insights
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the stock market which may be of...
by JENNIFER L. KING, IACCP® | Dec 4, 2020 | Insights
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the stock market which may be of...
by JENNIFER L. KING, IACCP® | Dec 4, 2020 | Insights
Buck Klintworth and Peter Tuz discussed the main investment strategies used by Chase Investment Counsel at its 47th annual client conference held via Zoom on Nov. 18, 2020. Buck Klintworth: Our large cap strategy is our flagship product. It is the strategy that has...
by JENNIFER L. KING, IACCP® | Dec 4, 2020 | Insights, Market Commentary
Clay Sefter began CICC’s 47th annual client conference by explaining the firm’s investment philosophy and stock selection process. Chase has always been a “bottom up” stock manager and lets its screening process determine the stocks to buy and sectors to overweight or...
by PETER W. TUZ, CFA, CFP® | Dec 4, 2020 | Insights, Market Commentary
“Crisis or Recovery” was the subject of Chase Investment Counsel’s 47th investment conference, held via Zoom on November 18th, 2020. Presenters included Chase Investment Counsel portfolio managers Peter W. Tuz, Buck Klintworth, and Clay Sefter as well as political...
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