Communities Corner

Connect with Strategists that Align with Your Investment Philosophy

Communities Corner highlights what’s happening within Orion Communities, our robust investment model marketplace. Find out about the newest investment strategists to join Communities, get valuable market insights, plus stay informed of enhancements to Orion Advisor Tech.

  Overview

New Investment Strategists

Meet the latest investment strategists to join Communities. Learn their history, core competencies, investment philosophy, and how they can add value to your model portfolios.

Saint James Logo

High Dividend Yield Portfolio – A Disciplined Value Approach to Dividend Investing

The St. James High Dividend Yield Portfolio takes a total return approach to dividend investing, seeking attractive current income and capital appreciation through an actively managed portfolio of dividend-paying stocks. Consisting of approximately 30 companies, the High Dividend Yield value-oriented approach invests primarily in securities with above-average dividend yields and trading at reasonable discounts from our assessment of intrinsic value.

A consistent, sustainable investment process is vital to weathering all economic climates. Our investment philosophy’s strength is based on an unwavering commitment to investing in quality businesses based on the time-proven principles of value investing. We believe long-term investment success depends on sound investment philosophy and a repeatable process.

“All intelligent investing is value investing. Acquiring more than you are paying for. You must value the business in order to value the stock.” – Charlie Munger

Strategist Spotlight

Each month we shine a spotlight on an investment strategist. There’s no better time to find out what’s new from these strategists.

Northern Trust Logo

Don’t Let Volatility Shake Your Portfolio

Spikes in volatility and daily market drawdowns — like the turmoil investors have experienced this year — are starting to lose their shock value. This is not because losing money has become any easier, but because more frequent swings in the market have become the new normal. Since the Global Financial Crisis, the amount of daily volatility shocks1 have increased 13x when compared to the previous largest market drawdown in the early 2000’s.

This isn’t a short-term trend that just emerged, but something that’s been building for decades. Market movements have become more asymmetric in nature, meaning that the markets are moving higher and lower at a much faster and more extreme pace. At Northern Trust Asset Management we believe investors can avoid this erratic roller coaster ride by incorporating lower volatility strategies into their portfolios.

1Volatility shocks are any increase in the VIX daily greater than five points.

Learn more about how to navigate extreme volatility

Quality Low Volatility (QLV) Fact Sheet – Financial Intermediary

Strategists to Watch

Keep an eye on new models and the latest offerings from strategists you’ll find on Orion Communities.

MCM Logo

The Power of Dividends

Since 1990, companies that have consistently grown their dividends have outperformed relative to stocks of other S&P 500 dividend policy groups, and experienced lower volatility. The 2010s are the outlier to this trend, with dividends contributing an all-time low of 26.1% of the S&P 500’s overall total return in the “QE era.” It should also be noted that there are instances where dividends accounted for the entirety of the S&P 500’s total return, such the 1930s and 2000s when the S&P 500 had negative price returns. Dividends can provide a steady cash flow stream that can be reinvested, reallocated, or used for income. When markets decline, they can help offset losses. And when markets rise, they can help boost portfolio returns.

As inflationary pressures persist and markets adjust to tighter monetary policy, it may be an ideal time for investors to refocus on the benefits of dividend growth investing. The MCM Dividend Growth Equity (DGE) strategy seeks to provide above-average yield and total return by investing in a concentrated portfolio of high-quality, large-cap companies that offer strong potential for dividend and earnings growth.


Smarter Options for Better Outcomes

Wilshire Managed Portfolios offers financial advisors access to a range of institutional-quality, outcome-oriented investment solutions. Backed by over four decades of experience working with some of the largest institutional investors in the world, Wilshire’s clients gain access to our institutional manager research capabilities, a proven portfolio construction process and diversified portfolio options.

At Orion Communities, Wilshire Managed Portfolios range from diversified asset allocation portfolios with liquid alternatives, a stand-alone liquid alternatives portfolio, and ‘go-anywhere’ fixed income portfolios for taxable and tax-free income. Additionally, Wilshire’s Monday Market Flash delivers timely market insights and Wilshire’s Quarterly Market Updates review key takeaways from last quarter’s market activity, a few points on Wilshire’s market outlook, and how our portfolios express these views.

New This Month

Portfolio Recipes

Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this monthly webinar event that brings together selected investment strategists to create customized model portfolios to satisfy your clients’ unique needs.

Each month, Rusty will introduce you to a fresh pair of strategists and explore the value each strategist brings to the table, how their firms play a role on the Orion platform, and how they complement each other in your portfolios.

We understand how important it is for you to meet your clients’ investment goals, which is why Portfolio Recipes is here to help you put together the right recipe.

The Diversified Boutique Firm Portfolio Recipe

Main Management and AAMA Logos


2:00 PM CT/

Save Your Spot for the All-Weather Portfolio Recipe webinar

Orion Portfolio Solutions, LLC is a registered investment advisor.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org

New Models on Communities

  • 3Edge Asset Management
    • 3EDGE Conservative Strategy
    • 3EDGE Total Return Strategy
    • 3EDGE ESG Strategy
  • Saratoga Research & Investment Management
    • Saratoga RIM Focus ESG
  • St. James Investment Advisors
    • St. James High Dividend Yield Portfolio
  • Affinity Investment Advisors, LLC
    • Affinity Large Cap Core
  • Kennedy Capital Management
    • Kennedy Small Cap Equity Growth SMA
  • Leeward Investments
    • LMCG Small Value Strategy – Brinker Only Model
    • Leeward Mid-Cap Value
  • Nasdaq Dorsey Wright
    • Nasdaq Dorsey Wright Tactical Fixed Income
  • Rothschild & Co Asset Management
    • Rothschild U.S. Large Cap Core SMA

How to Make SMAs Accessible for All

SMAs were invented in the 1970s to accommodate the needs for high net worth individuals, whose investment objectives didn’t fit well into standard mutual fund strategies. But that was then and this is now!Recent history shows that SMAs actually hold more wealth than either ETFs or mutual funds. One study found that they comprised 35% of U.S. equity assets in 2018, while ETFs held 34% and mutual funds came in third at 31% of equity wealth.1The steady growth that SMAs have shown may be about to get much higher as well. Another study suggests that demand for SMAs may double by 2023.2Download our ebook to learn more about the benefits and roadblocks to using SMAs and how you can make them more accessible to all your clients.

Download

1https://www.bnymellon.com/us/en/what-we-do/business-insights/the-growth-trajectory-of-separately-managed- accounts-continues.jsp 2https://www.tradersmagazine.com/departments/fx/separately-managed-accounts-expected-to-double-in-three-years/

Streamline and Scale Your Investment Management Process

When Kathy Kraft, owner and founder of Kraft Financial, LLC, logged on to an Orion Communities webinar, she thought she was there to learn about how to better market her firm. And in a roundabout way, that’s exactly what happened. Learn how Orion Communities is helping Kathy to grow her business “at least four times over, in the next couple of years.”
Download

Communities Logo

Have a question about Communities?

Feel free to reach out to our experts