The recent bear market is one of the ten worst in the past 70+ years. In times like these, it is important to gauge the present level of valuation and sentiment compared to history. Although fundamental and financial analysis are the core parts of our investment management process, we also use valuation and sentiment levels as secondary components to our process. Valuation and sentiment can help the team hone in on buy and sell points.
The valuation metrics we reference show how the overall domestic equities market is valued based on history – from green (inexpensive) to red (expensive). Meanwhile the sentiment metrics point to extremes in investor behavior and views, either bullish or bearish. This analysis is proprietary from Osborne Partners.
Osborne Partners Investment Team Analyst, Jason Rodnick, CFA reviews various key metrics in this 4 minute video.
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The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.