FEBRUARY 2021 MARKET COMMENTARY DERWOOD S. CHASE, JR FOUNDER AND CHAIRMAN EMERITUS Every negative January (Stock Trader’s Almanac) since 1950 has been followed by at least a 10% correction or a flat year. February has historically been a weak month, but after an...
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...
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...
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...
“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...
In a year where in-person gatherings have been limited or unwise, we elected to present our 47th Annual Investor Conference: Crisis or Recovery-What does 2021 Hold for Us? virtually. Pulling together this conference for clients, shareholders, and friends is something...
