Easterly Investment Partners

In a recent interview with Brian Scheid at S&P Global, Philip Greenblatt, CFA, Portfolio Manager and Senior Analyst at #Easterly shares his insights of the current surge in small-cap stocks. With high valuations in large-cap indexes and rate cuts nearing, Philip speaks to why small caps could be poised for a run of outperformance. "I do think there's a case to be made that capital will flow back into smaller companies with great balance sheets, real free cash flow, and reasonable valuations as money unwinds from this large-cap outperformance." Read the full story here: https://lnkd.in/eDnUfaze

"Small caps are a great diversification tool - and liquid relative to a lot of alternative asset classes such as hedge funds, private equity, real estate." Philip Greenblatt, CFA, Portfolio Manager and Senior Analyst at #Easterly Investment Partners recently spoke with Jennifer Hughes of the Financial Times to discuss the market for small-cap stocks and effective diversification strategies in the current macro environment. Read more in the story below: https://lnkd.in/eixCRptS

Arnim H., Global Macro Strategist at #Easterly EAB Risk Solutions, shared his insights with David Saito-Chung at Investor's Business Daily. Arnim discussed the resilience of consumer spending and whether productivity boosts due to AI could justify maintaining higher interest rates. Read more in the article below. https://lnkd.in/gk9w7aNk

We are excited to share that John Carbone has joined #Easterly as Senior Vice President of Institutional Sales. “Our commitment to offering investors curated solutions across asset classes is one of the firm’s core differentiators, and we look forward to leveraging John’s capabilities to expand the reach of Easterly’s portfolio of solutions with institutional investors.” said Darrell Crate, Founder and Managing Principal of Easterly. For three decades, Carbone has worked with institutional investors to help clients reach their specialized investment objectives. Welcome John! https://lnkd.in/euwTCEhS

“The first reaction often isn’t the final reaction. Ultimately, the market will likely adjust to heightened volatility.”   In response to the Fed’s latest rate decision, Arnim H., #Easterly's EAB Risk Solutions Chief Macro Strategist sat down with Caroline Woods on Schwab Network’s “The Watch List” yesterday afternoon to discuss the higher-for-longer approach, its impact on the market, and the best practices for investors to prioritize portfolio diversification.   Tune in to the full segment below to hear his macro analysis and inflation projections: https://lnkd.in/e_b89y33

Tune in to the Schwab Network today at 2:10 pm ET as #Easterly EAB Risk Solutions' Global Macro Strategist, Arnim H., appears live on "The Watch List." Arnim will analyze the Fed's latest rate decision in light of this morning's cooler-than-expected May CPI data, and discuss the markets' reactions and broader implications for the economic outlook. Watch here: SchwabNetwork.com

In a recent interview with Danielle Correa at Financial Investment News, Portfolio Manager Philip Greenblatt, CFA shared insights into active equity strategies and the small-cap market. “Fortunately for us as active managers, the lack of breadth within the major indexes leads to a wide valuation dispersion, meaning that there are areas of opportunity where stocks are priced attractively, especially in the small-cap universe where information is less ubiquitous,” says Greenblatt. Read his full perspectives on the space in the Q+A here. https://lnkd.in/e3sxTUn3

Big News: We're proud to announce the #Easterly Snow Focused Value Strategy has been recognized as a winner of the 2024 SMArtX Advisory Solutions X Awards in the Large Cap category! This accolade reflects our commitment to delivering long-term capital appreciation through our investment strategies, powered by a seasoned team of portfolio managers with an established track record. Congratulations to the entire Easterly Snow team for the recognition as a leader in the value equity space. Read more about the honor and selection methodology below. https://lnkd.in/eGAcGHcG

We're excited to share that #Easterly Investment Partners has been honored with the U.S. Domestic Small-Cap category award in the 18th Annual Emerging Manager Awards by Emerging Manager Monthly!   Led by Co-Portfolio Managers Josh Schachter and Philip Greenblatt, CFA, and supported by a dedicated five-person investment team, our Small Cap Value strategy remains a catalyst for long-term capital appreciation through a concentrated, high-conviction portfolio and decades of collective expertise.   We're proud to be recognized alongside other esteemed winners. Congratulations to all nominees and a heartfelt thank you to our clients and partners for their ongoing support.   Check out the full award details and the selection criteria here: https://lnkd.in/d9r4rk6d

Addressing the market's expectations versus economic reality, #Easterly EAB Risk Solutions, Global Macro Strategist, Arnim H. highlights the challenge of inflation and shares actionable insights for CFOs as they navigate uncertain terrain. Read the CFO Magazine article by Vincent G. Ryan here: