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2021 Equity Market Focus: The January Short Squeeze and 2021 Market Outlook
JANUARY 2021 REVIEW & COMMENTARY PETER W. TUZ, CFA, CFP® PRESIDENT & PORTFOLIO MANAGER After starting strong and rising 2.5% in three weeks, the S&P 500® index ended January with a thud due to one of the most unusual events in modern equity market history...
2021 Equity Market Focus: Q&A with Peter Tuz, President and Portfolio Manager Chase Investment Counsel
President and Portfolio Manager, Peter Tuz responds to equity market focused questions related to 2021, recovery and outlook. Peter reviews the impact of low interest rates, which sectors of equity markets did well/bad in 2020, and proposes a potential investment...
Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
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...
Investing Now for Next Year’s Potential
“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...
