Created with Sketch.
Performance Expectations
Last year was challenging for investors. The broad stock market averages—the S&P 500 index for U.S. stocks and the MS EAFE index for non-U.S. developed markets—were down -4.4% and -13.4%, respectively. Equius clients felt an even greater impact due to larger declines in global small cap and value stocks. Adding insult to injury, the returns from short-term, high-quality bonds remain relatively low historically.
Created with Sketch. DOWNLOAD PDF
Knowledge. Confidence. Discipline.
Sign up to receive our free monthly newsletter in your in-box.

Published regularly since 1993, it provides in-depth views of our investing philosophy and approach, how we manage relationships, and where our industry fails investors. It also reflects the consistency of our investment strategy over the past three decades.

Created with Sketch. SUBSCRIBE
We promise not to share any of your information with third parties
Created with Sketch. Myron Scholes 1997 Nobel Prize Winner “Ideas alone are cheap - implementation is what really counts.”