Last week our CIO, Mark Scalzo, answered the question, Why Global?? In his post, he pointed out five compelling reasons […]

For the first time since 2003 the US is importing more from Mexico than China based upon a 12-month moving […]

Why Global?

Why is global equity exposure important? Here’s why… • De-Globalization. Globalization homogenized returns – for countries, for companies. De-globalization means […]

Validus Growth Investors Named to PSN Top Guns List of Best Performing Strategies for Q2 2023 Quarterly PSN Top Guns […]

As we scour the investment landscape for inflections – meaningful signals that presage a future that is more dynamic than […]

In a recent article the Wall Street Journal discussed the state of industrial real estate in Southern California, traditionally an […]

The recent NFIB Small Business Optimism Index (the “SBO Index”) from July revealed some interesting information. The index is part […]

It was ten years ago we launched VG Global Growth. And what a way to celebrate–with a number one peer […]

We’ve recently seen what’s being called “frying pan” charts entering the economic lexicon. The “handle” of the pan being on […]

It’s one thing to copy or borrow (some might say steal) someone else’s IP. in fact, many “creators” would argue […]

How do you find the next big investment idea? Or better yet, how do you know when to invest in […]

According to a recent Barron’s article that cites an about-to-be-released study by Equilar, the average tenure for S&P 500 CEOs between 2013 […]

When one invests in an index, it is often assumed to be a passive strategy. Well diversified means to gain […]

Zombies are a problem, just not in the way you thought. In a report from the International Monetary Fund, the […]