David Navarro, CFA
David Navarro is the Director of Research and also serves on the Investment Committee. David is responsible for investment due diligence on managers/strategies, portfolio construction, and portfolio implementation. David has 18 years of industry experience, joining our organization from a wealth management firm where he was a Portfolio Manager and Analyst responsible for designing and analyzing client portfolios. His prior experience also includes investing directly both in public and private securities. David’s career began with nine years at Bear Stearns. David graduated with a B.S. in Finance from Rutgers University, and he holds the Chartered Financial Analyst (CFA®) designation.
Read Articles by David Navarro, CFA
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Equity vs Bond Markets 2021, A Tale of Two Cities
Looking to 2021, equity and bond market dynamics are fascinating to say the least. Equity markets might have one of…
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Long Growth Stocks Equals Increased Interest Rate Risk
Duration is a term used in fixed income investing. It is a measure of interest rate risk that a bond…
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Is Now the Time to Introduce Alternative Strategies into Your Investment Portfolio?
Is the traditional 60/40 portfolio being challenged by a new paradigm? That archetype relates to the historically negative correlation between…
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When will Gold Shine Again? Look at Real Yields
Gold is one of the most debated topics in investing. Some experts love it, others turn away. Investors focus on…
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Emerging Markets: Are They Ripe for an Upswing?
With the majority of market chatter engulfed in the inflation debate, certain asset classes have been a focus for portfolios.…
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Mid-Cap Investments: Easily Forgotten but Never Should Be
One area of the equity markets that often gets neglected is the mid cap space. Investors and the media primarily…
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When it Comes to Day Trading… Don’t Believe the Hype
The sharp downward turn in equity markets due to the pandemic and eventual global quarantine caused volatility to spike to…
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FAAMG Stocks: Pay Close Attention to Antitrust
Economies evolve over time. From big oil to electricity to the internet, inventions and new technologies transform the world as…
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Post-Election, a Diversified Portfolio is Needed
One could argue that if there ever is a time to stress diversification in an investment portfolio, it would be…
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Effects of Asset Inflation Outpacing the Cost of Living
A dollar today does not represent a dollar tomorrow. Inflation is the cause of that fact. Traditional measures of inflation…
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Election Cycles… Stay the Course and Diversify Investments
Every four years, the investing world holds their proverbial breaths to see who the next president will be. Whether it…
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