News

Island Light Investment Notes (January 2016)

“In these matters the only certainty is that nothing is certain.”  Pliny the Elder Uncertainty paralyzes.  When we don’t have certain knowledge, our inclination is to stand still, observe and do nothing.  When we know more, we act. In hindsight, everything is clear.  Looking backward doesn’t tell us what will happen next, but past experience...

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Island Light 2016 Investment Outlook

Investment Views Q1 2016 Our investment team makes a series of investment tilts based upon our current outlook on the US and global economy, global equity and fixed income markets. Every quarter, we produce new capital market estimates that we use to manage our portfolio allocations within and between major asset categories and subclasses in order to...

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Matt Pierce quoted on selling stocks in volatile times

TheStreet and other publications picked up a recent quote from our investment commentary regarding market volatility and expectations for 2016.  Our basic philosophy remains to stick with a long term investment plan that fits your investment portfolio and risk tolerance. We’re happy to share the article link here:  https://www.mainstreet.com/article/why-investors-should-avoid-selling-stocks-to-protect-retirement-portfolio        

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Island Light Investment Views (Apr 2015)

Investment Views Our investment strategy team makes a series of active decisions within our Global Portfolios based upon our current outlook on the US and global economy, global equity and fixed income markets. Every quarter, we shift assets away from our strategic allocation, tilting our allocations in certain asset classes and segments from their...

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Island Light Sector Notes (Apr 2015)

Overview We updated our Sector Rotation strategy in at the end of March as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors and is traded monthly. For this month, we increased our exposure to the US  consumer staples, financials, and healthcare...

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Matt Pierce presents at RADA conference March 30, 2015

Matt Pierce will be speaking on the affect of pension fund distribution rates on an asset allocation policy at the March 30, 2015 conference sponsored by the Retirement Administrators and Designers of America at Sea Island, Georgia. The topic covers the appropriate asset allocation portfolio given fixed rate distributions from a permanent endowment. If...

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