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INSIGHTS

 


White Papers
Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review. The second quarter was fairly volatile for the global financial markets. Concerns over tighter financial conditions, renewed dollar stren…
White Papers
International small-cap stocks have historically provided strong risk-adjusted returns. Canterbury thinks that now may be an especially opportune time to allocate to these relatively high-quality companies using an active approach. We feel this is particularly true for investors who are underweight what we believe is a…
White Papers
Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review. The second quarter was fairly volatile for the global financial markets. Concerns over tighter financial conditions, renewed dollar stren…
White Papers
Taxable investors should consider the impact of excess return expectations, fees, and tax drag on their portfolios. A diversified mix between active, passive, and tax-managed equity strategies can lead to superior after-tax returns. This white paper summarizes Canterbury’s views on constructing equity portfolios while …
White Papers
Master limited partnerships (MLPs) serve an important role in a diversified investment portfolio. In addition to an attractive total return, MLPs provide portfolio diversification and a potential hedge against unanticipated inflation. A master limited partnership (MLP) is a publicly traded partnership that receives pre…