CIBC Private Wealth Management Blog
Brant Houston, CFA
Investments

Disciplined Equity Strategy Designed to Capture Quality: The Factors that Underpin Success

W. Brant Houston, CFA
December 21, 2017

Download PDF   This is the second blog in a two-part series that focuses on the benefits of our disciplined approach to large-cap equity investing. In this blog, we discuss the characteristics we look for in investable companies. There are both company specific factors as well as unique characteristics of our investment process involved in developing our Disciplined Equity...
Investments

Disciplined Equity Strategy Designed to Capture Quality

W. Brant Houston, CFA
December 19, 2017

Download PDF   This is the first blog in a two-part series focusing on the benefits of our disciplined approach to large-cap equity investing. Discipline is one of the most important factors in successful investing, as discipline is what keeps an investment manager focused on the characteristics of a high quality investment. Discipline helps filter out the noise that can lead to...
The Connection

Winners and Losers: Potential Election Impact on Market Sectors

W. Brant Houston CFA
September 27, 2016

In this very political season, investors are increasingly focused on how the November election will impact the investment environment for 2017. In the upcoming issue of The Advisor , our quarterly newsletter, we cover potential consequences for the tax code as well as the economic implications for trade policy. Aside from these major macro issues, there could be industry-specific policy...
Investments

The Four Drivers of Success for Our Disciplined Equity Strategy

W. Brant Houston CFA
August 03, 2016

  In managing our Disciplined Equity Strategy (DISE), we look for companies with characteristics that reflect quality, such as strong cash flows, proven management teams and leading competitive positions in attractive industries.     As a result of our focus on these qualities, DISE has been able to stand out from the pack in terms of its performance by generally...
Firm News

Discovering Quality Through a Different Lens

W. Brant Houston CFA
June 27, 2016

  Earlier this month, Atlantic Trust published a new white paper on atlantictrust.com, titled “ Discovering Quality Through a Different Lens. ” In it, we outline our differentiated approach to large-cap core investing and provide insight on what we believe has set the Atlantic Trust Disciplined Equity Strategy apart from our peers and has helped drive outperformance relative to the...