Rock’em Sock’em Week
August 31, 2015
What is there to say when there is too much to talk about? Stock market gyrations are clearly the focus of the week and nearly overshadows much of the macro data points that were also announced…at least in the minds of traders.
Value vs. Growth
August 27, 2015
If Edge was forced to put its equity philosophy in a bucket, we would have to choose value.
Update on Global Equity Correction
August 25, 2015
It is during these times that we rely on our investment process and the work our team dedicates to studying risk, asset allocation, and corporate fundamentals.
Update on Emerging Asia
August 18, 2015
Similar to many countries, China has faced its fair share of economic challenges. The shift away from the old growth model of exports and fixed asset investment towards services and consumption has caused economic growth to understandably decline from high rates in the past.
Update on the MLPs and the Current Dislocation
August 14, 2015
Since the inception of Edge we have been investors in infrastructure, including energy infrastructure master limited partnerships (MLPs) with a specific focus on midstream.