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5 Things to Watch on March 2, 2026
Article | March 2, 2026
Daily market briefing with essential insights
Investments
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Diversification
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Risk Management
Our VOLcano™ process
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ARFED® categorizes investments based on Assets, Revenue, Free Cash Flow, Earnings, and Dividends, going beyond conventional growth or income classifications.
By pinpointing the distinct stages of a business's life cycle, we aim to uncover alpha through targeted opportunities.
How ARFED® works for you.
ARFED® categorizes investments based on Assets, Revenue, Free Cash Flow, Earnings, and Dividends, going beyond conventional growth or income classifications.
By pinpointing the distinct stages of a business's life cycle, we aim to uncover alpha through targeted opportunities.
How We Manage Investments
Active Portfolio Management
Ongoing portfolio construction informed by macro conditions, security-level research, and risk constraints.
Custom Investment Portfolios
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Fundamental & Quantitative Research
Security selection driven by bottom-up analysis, valuation discipline, and systematic screening.
Tax-Aware & Risk-Constrained Implementation
Portfolio decisions made with explicit consideration of taxes, turnover, liquidity, and downside risk.
Flexible Account Architecture
Portfolios implemented across multiple custodians and structures without compromising strategy integrity.
Institutional Portfolio and IPS Management
Managed portfolios under formal IPS guidelines, with disciplined reporting and board-level collaboration.
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Inflation Strikes Back: Wholesale Inflation Surge Shatters Rate-Cut Hopes
Article | March 1, 2026
U.S. stocks fell sharply Friday, ending the week in negative territory after wholesale inflation came in hotter than expected. The Dow Jones dropped more than 500 points, while the Nasdaq slid -0.9%
5 Things to Watch on February 27, 2026
Article | February 27, 2026
Daily market briefing with essential insights