Thought Leadership

Gain insight into the Perkins research process and see where the team is finding high-quality, undervalued stocks with favorable risk/reward characteristics.

CIO Outlook: Flu Season, Prevention and Defensive Investing

CIO Outlook

Parlay Betting: For Amusement Only

02/15/2017

It can be fun to dream a little now and then, but your portfolio is a serious matter. Read why Perkins Chief Investment Officer Gregory Kolb believes caution may be warranted in his quarterly equity outlook.

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CIO Outlook: Flu Season, Prevention and Defensive Investing

CIO Outlook

Flu Season, Prevention and Defensive Investing

11/17/2016

Simply knowing a group of stocks performed a certain way in the past is not enough. Learn why Perkins CIO and Portfolio Manager Gregory Kolb believes that an investor aiming for a defensively oriented portfolio would do well to keep this notion of change firmly in mind.

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Whitepaper: Beware of Value Traps

Investment Insights

Beware: Value Traps Lurking

09/30/2016

Learn about five “classic” value traps and methods to help avoid them from the Perkins Investment Team.

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CIO Outlook: Can't Help Falling in Love

CIO Outlook

Eradicating the Upside

08/12/2016

Generally speaking, to “eradicate” something is good, such as when smallpox was declared eradicated in 1980 following a global immunization campaign led by the World Health Organization. Unfortunately, much of what is happening in financial markets today seems to imply the eradication of future upside potential for investors.

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CIO Outlook: Can't Help Falling in Love

CIO Outlook

Can’t Help Falling in Love

05/20/2016

At its core, “buy the dips” is nothing more than speculation that the next move in the market is higher. Maybe it will be, maybe it won’t be. That’s not to say we at Perkins don’t like those dips. As for investment approach, we’d offer a slightly modified mantra: Examine the dips, buy value. Read more from Perkins Chief Investment Officer Gregory Kolb’s latest quarterly outlook.

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