South Atlantic Capital is an independent registered investment advisor registered with the State of North Carolina and the Commonwealth of Virginia. We are a research focused firm managing client portfolios with a long-term view.
Recently, we have increased our holdings of cash equivalents to roughly 18 percent of portfolios as our expectation for future returns on some investments no longer meet our hurdle rate. Our framework ...
Two things are top of mind for equity investors; a market downturn due to a recession or a market downturn due to excessive valuations. I wouldn’t lose sleep wondering if a recession wi ...
Since the credit crisis in 2008, annual returns for value stocks, which are stocks trading at low multiples of earnings, cash flow, or book value, have badly trailed returns for the broader market, pa ...
Research-Focused South Atlantic Capital is an independent registered investment adviser registered with the State of North Carolina and the Commonwealth of Virginia. We are a research-focus ...
In our view, taking money out of your best ideas where you have the most confidence in future returns and ability to withstand risks to put it in companies you know less about and have less confidence ...
The second part of this headline should be credited to Warren Buffett as his way of describing how dangerous complacency about investment risk can reverse abruptly when a company is finally forced to ...
Research-Focused South Atlantic Capital is an independent registered investment adviser registered with the State of North Carolina and the Commonwealth of Virginia. We are a research-focus ...
Prices Can Be Distorted by Computer Driven Trading Last year’s fourth quarter downturn started as short-term interest rates increased, which made bonds more of an investment alternative ...
There will always be periods of volatility in the markets, which currently are beset by nerves driven by constant discussions about potential trade tariffs, higher interest rates, and uncertainty over ...
We are witnessing a massive trend towards passive investing. Ads for tech focused Exchange Traded Funds fill the financial press. But is this wise? Yes and no. On average, the return ...
Previous Market Excesses A form of what you might call funny money is typically what drives the markets to excessively high levels. In 1998-99, any internet related stock was driven to crazy ...
With the contacts he made on his first productions, he ended up as a major behind-the-scenes player in the Wilmington film industry and beyo...
The potential changes include updates to the county’s stormwater manual and ordinances related to development requirements. Adjustments to t...
The study was commissioned by Novant and conducted by FTI Consulting’s Center for Healthcare Economics and Policy....
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.