Blog
Principles of Factor-based Investing
Peloton’s Journey Since our founding, Peloton has been a research-oriented investment manager. For most of that time, our research has been fundamental in nature: investing in great companies whose stocks trade below our estimate of their long-term value. Fundamental...
The Two Times Volatility Matters
This blog can sound like a broken record sometimes. We write frequently about how to maximize value from of your advisory fee dollars. The importance of the fiduciary standard is almost a mantra for us. And when it comes to defining risk appropriately, we can’t...
Buy the S&P 500 and Forget it? Not So Fast.
Index (or "passive") investing has enjoyed a resurgence, and not just among Do It Yourself investors. We spoke recently with an advisor who recommends that his young clients invest in an S&P 500 Index fund until they accumulate several hundred thousand dollars....
Core Growth Strategies: Ideal Fit
In this article, we describe a hypothetical investor who would be well-served by Peloton’s Core Growth Strategies - one of our four investment strategy and management service offerings. The Need Jen is a saver. She enjoys living below her means and putting money away...
Peloton 2018 Q3 Recap
The third quarter was anything but a typical slow, quiet summer. Stocks had been choppy through June but then moved up in July and powered higher through September. The S&P 500 gained 7.7%, and the Dow moved higher by more than 9% in the quarter. The tech-heavy...