Quartz Partners Investment Management

01/17/2024

The weekly update from our dynamic PRICE macro model on adaptive market risk and relative strength.

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01/04/2024

Quartz Partners: Adaptive Risk + Relative Strength Update...

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01/03/2024

Check out our monthly commentary from our portfolio manager, Daniel Wildermuth.

Santa Claus Rally Rewards Many Investors Almost no one – including me – thought 2023 would be a great year for stocks, but the markets certainly proved most everyone wrong. For the year, the S&P 500 was up 24.6%, the NASDAQ surged 43.4%, while the Dow trailed with gains of 13.7%. During the four...

12/13/2023

Check our our Adaptive Risk + Relative Strength update on the economy and investing landscape.

https://mailchi.mp/3172e841a42b/quartz-partners-adaptive-risk-relative-strength-update

11/21/2023

Adaptive Risk + Relative Strength Weekly Update -

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10/19/2023

We are super excited about acquiring the Asteria Wealth suite of investment strategies! This suite of bespoke investment strategies are extremely complimentary to the existing Quartz Partners investment strategies. We think that their investment strategies have a great track record and will greatly enhance the investment solutions that we provide to financial advisors throughout the country.

Quartz Partners Investment Management, the institutional investment management division of Etico Financial, announced today it has acquired the portfolio

07/05/2022

Despite equity and fixed income markets falling on hot inflation and recessionary fears, both our Spectrum strategy and Yield Plus strategies were ranked #7 or better among their peers over a 1-year period ending 3/31/22 by Lipper. Click the link below to view how our strategies perform vs. our peers. Now is a great time to reposition investments into one of our actively managed investment strategies.

Despite falling equity and fixed income markets on hot inflation and recessionary fears, Quartz Partners finished off the first quarter strong relative to our peers. Outperformance was driven in part by dynamic defensive allocation changes made in the February of 2022. Quartz Spectrum #6 Lipper Best...

02/18/2022

Quartz Partners finished off the year with strong 4th quarter performance relative to our peers. We are very excited to share that each of our strategies were seperately ranked #3 or better for 2021 among our peer group by Informa PSN Top Guns. Quartz Yield Plus and Quartz Spectrum also received high rankings from Lipper.

Check out the ranking @ www.quartzpartners.com/insights

02/11/2022

Something to watch. The Yield Curve is starting to invert as referenced by the 2/10 Year US Treasury spread. It takes anywhere from 6 months to 18 months to invert. Recessions typically follow in 1-2 years.

02/08/2022

Our forward looking model shows that inflation while still extremely elevated, peaked this fall, along with economic growth. 2H22 inflation may drop to 3.5% due to a combination of a hawkish Fed, Covid supply chain catch up and growth moderating.