February 20, 2021
February's equity rally cooled off a bit with the S&P 500 shedding 0.7% this week. The index remains up 5.3% month-to-date though, and energy and bank shares extended their best monthly gains since...
Silverlight
Asset Management
Silverlight is vertically integrated with our own in-house research process and strategy offerings. This uniquely scalable platform allows us to provide a more holistic client experience at a reduced cost.
Silverlight has a proprietary investment framework combining macroeconomic forecasting and a multi-factor method to evaluate individual stocks.
All clients have a direct relationship with their key decision-maker.
We offer complimentary financial planning as part of our wealth management service.
Our investing approach is a modern adaptation of classic investing ideas we rigorously backtested, systematized, and have used to deliver exceptional results.
We are a transparent, fee-only investment manager, bound to the fiduciary standard. We do not sell products for commissions, and always put clients' best interests ahead of our own.
Typical
Financial Advisors
Tend to be middlemen who outsource most of the investment management function, relying on mutual funds and ETFs that carry additional expenses.
Lack a proprietary, disciplined, repeatable process for analyzing securities and actively managing portfolios.
Clients often work with an 'advisor' or 'counselor' who does not actually make portfolio management decisions.
Does not provide financial planning guidance or does so for an extra fee.
Often has no track record and avoids performance discussions—particularly if clients are being invested across different funds, ETFs, or third-party strategies.
Earns money from fees + commissions, which are often linked to expensive insurance and annuity products. Also, over 80% of financial advisors do not legally have to act in their clients' best interests (fiduciary standard).
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There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
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Silverlight Insight
An investing and personal finance blog.
Latest Blog Posts
Feb 17, 2021 by Silverlight Asset Management, LLC
If energy stocks are heavily shorted, does that spell opportunity?
So far in 2021, WTI crude oil is up 22% and the Energy Sector SPDR ETF (XLE) has gained 18%—both outpacing the S&P 500’s 4.9% return. However, investor positioning shows most investors are not capitalizing on energy’s recent outperformance.
Short Bias Toward Energy Stocks
According to JPMorgan quant guru, Marko...
Feb 13, 2021 by Silverlight Asset Management, LLC
February 13, 2021
The S&P 500 rose 1.3% this week as treasury yields dipped slightly. It was a relatively quiet week on Wall Street. A closer look, however, reveals a trading frenzy showing few signs of...
