Tag - Revelation Investment Research

Advice to the Advisors

sheaff brock investment advisors dave gilreath downside risk protection investment risk measurement

Downside Protection in an Equity Portfolio

“Downside risk is an estimation of a security’s potential to suffer a decline in value if the market conditions change,” is the way Investopedia.com explains what no investor wants—the chance to lose money. “In general,” Investopedia authors observe, “many investments that have a greater potential for downside risk also have an increased potential for positive rewards.” In an interview with our Institutional editor, Managing Director Dave Gilreath explained key risk management tactics employed by the firm’s portfolio managers. In fact, [...]

Advice to the Advisors

Sheaff Brock portfolio management fundamental research and analysis

Managing Portfolios with Fundamental Analysis

While technical analysts look for general stock movement patterns, fundamentalists look at individual companies, examining the earning potential and value of each stock. A corporation’s earnings, expenses, assets, and liabilities are all important factors, and fundamental analysts are looking for shares that may be undervalued at the present time by the investor community. There are two categories of fundamentalist buyers, Sheaff Brock Managing Director Dave Gilreath explained in an interview with our Institutional editor: 1. The value fundamentalist looks at price-to-book, [...]