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Where Investors can find value stocks

September 7, 2020

As economic data and vaccine optimism improve, expectations for tech companies are likely to rise and we are more likely to see tech names start to fall short of (already outsized) expectations. This domino effect could spur a rotation out of tech and into value cyclicals.

Massive Runway Left for Ring Central Stock

August 18, 2020

Andrew addresses how we add positions to accounts, and details two current favorites: RNG and VRNS.

discussion of bond-like equities on TD Ameritrade

Bloomberg Daybreak Australia: Some US Indicators Are Stalling

July 27, 2020

Speaking with Haidi Stroud-Watts, Andrew discusses the risk posed by US/China headlines and the current market impact of COVID-19.

discussion of oil prices and US Energy on Bloomberg Daybreak

Andrew Graham on Bloomberg Radio

July 26, 2020

Speaking with Doug Krizner and Paul Allen, Andrew discusses why US data momentum is the biggest driver for US equities, why the tech runup isn’t a bubble, and how gold fits into the current economic picture.

discussion of oil prices and US Energy on Bloomberg Daybreak

Top Upside and Market Risks This Election Year

July 24, 2020

The fallout from COVID combined with increased anxiety around the upcoming election has retail investors hoarding cash and steering clear of the markets, in what’s considered a bullish contrarian signal. Apart from the election, Andrew discusses a few possibilities and their potential impact on markets.

Markets are mispricing COVID-19 risk and November election risk

July 17, 2020

Andrew discusses the equity risk premium and why equities are inexpensive relative to bonds. And why recent strength in cyclical/value sectors is unlikely to lead to rotation out of growth.

discussion of bond-like equities on TD Ameritrade

A Pharma Pick With Catalysts

June 24, 2020

Tech names clearly benefit from COVID-19 disruption, specifically in a more rapid adoption of cloud computing.  But in this segment we focus on Eli Lilly (LLY), our cleanest growth story in Pharma with a strong product pipeline and catalysts ahead.

discussion of bond-like equities on TD Ameritrade

In Stock Market Versus Sentiment, It’s All About Money Supply

The recent rally in equity markets has occurred despite weak overall economic activity and still bearish investor sentiment.  The key factor is the rapid growth in money supply, which has created an unprecedented global liquidity boom to support markets in the face of extraordinary hurdles.

Fed has structurally altered liquidity environment for the forseeable future

May 21, 2020

Low bond yields drive equity market and our move to ‘sustainable dividend yield’ names. We expect short term consolidation followed by higher levels in the SPX H1 2021 and economic recovery to 2019 levels by late 2021.

discussion of bond-like equities on TD Ameritrade

Build Holdings in Defensive and Cyclical Industries

May 18, 2020

Find out which stocks are great options that can help you with steady dividends

Bloomberg Daybreak Australia: Oil Gains on OPEC Cuts

May 15, 2020

Speaking with Haidi Stroud-Watts on Bloomberg Daybreak Australia, Andrew discusses the outlook for oil prices and the potential for attractive investments in US Energy.

discussion of oil prices and US Energy on Bloomberg Daybreak

Investors prepare for more U.S. stock swings as states reopen

May 15, 2020

Investors are bracing for more turbulence in U.S. stocks, as some states prepare to reopen their economies and global trade tensions rise. Andrew mentions JSC’s focus on stocks he believes can maintain high dividend yields, especially within the pharmaceutical industry.

turbulence in U.S. stocks expected as some states prepare to reopen their economies

Andrew Graham’s Guidelines for Cyclical & Sector Rotation

April 28, 2020

Lower for longer bond yields make bond-like equities an eventual substitute for frustrated income investors.  Companies with sustainable dividend yields fit the bill. Andrew mentions a few names in particular while speaking on TD Ameritrade Network.

discussion of bond-like equities on TD Ameritrade

How Stop-Loss Limits Help Active Investors

April 10, 2020

A strategy involving a loss limit rule may position you to maximize gains, limit more severe drawdowns during a bear market and drive tax-efficient investment returns.

Andrew Graham on the Closing Bell

March 25, 2020

Speaking on Fox Business News, Andrew shares some of JSC’s favorite software names and thoughts on Congress’ stimulus relief bill.

software names and stimulus discussion on Fox Business News

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Jackson Square Capital is an SEC Registered Investment Advisory firm, founded in March 2019 when Andrew Graham and his team left J.P. Morgan in order to create a firm tailored to the High Net Worth Clients they’ve served for more than 35 years.

The San Francisco, California based firm offers investment management and wealth advisory services through a highly-personalized, client centric model designed to help clients achieve their individual financial goals.