5
2
8
7
6
3
1
4

Opus News & Insights

Lately, All Ladders
Monday, April 10, 2017

The current bull market is now entering its ninth year. Investor confidence and fund flows are rising, while complacency is at historically low levels. As of quarter-end, U.S. stocks are up 11% since the presidential election and nearly 30% from the 2016 market bottom. In terms of drawdown risk, a 20% bear market correction would only “chute” us back to where we were just 13 months ago.

For the full market review, including the rationale behind our balanced portfolio trades during the quarter, please download our full report.




 
 
Subscribe To Our Blog

Blog Categories

  • Opus Insights
  • WM Newsletters
    • 07/12/2017 - Better Than Normal
    • 04/10/2017 - Lately, All Ladders
    • 01/11/2017 - New Regime, Newfound Optimism
    • 10/07/2016 - The Waiting Game
    • 07/08/2016 - Whither Brexit, Withering Rate
    • 06/24/2016 - The Brexit Vote
    • 04/15/2016 - In Like a Lion (or Should We S
    • 01/15/2016 - Running in Place in 2015
    • 10/15/2015 - Long-Awaited Correction Arrive
    • 07/13/2015 - Equity Markets Flat, Bonds Fal
    • 04/13/2015 - Review of First Quarter 2015
    • 02/17/2015 - Divergent Paths: Large U.S. St
         
MEET OUR TEAM

David W. Wagner III
  David W. Wagner III
Research Analyst


View Bio
Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

View Bio
B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

View Bio

  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

View Bio
Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

View Bio
Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

View Bio
Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

View Bio

  Jakki L. Haussler, Esq., CPA
Founder and CEO

View Bio
Nathan M. Bailey, CFA
  Nathan M. Bailey, CFA
Associate Wealth Advisor

View Bio
John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

View Bio
Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
Principal
and Portfolio Manager

View Bio
Matt Mautino
  Matt Mautino
Operations Support

View Bio
Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

View Bio
Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

View Bio
  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved