Introducing Macro Views with Frank Grinnell.
Each month, Grinnell Capital’s portfolio manager, Frank Grinnell, will spend 20 minutes diving into a relevant topic that he’s discussing with financial professionals and investors to share his insight and thoughts on what is affecting global markets. Follow Grinnell Capital on LinkedIn so you don’t miss a conversation.
During this month’s event, Frank discusses his 2022 Market Outlook.
• Federal Reserve chairman Powell turns dovish to hawkish, what are the ramifications?
• What sectors can perform well in 22, which to avoid?
• Omicron variant and the continued impact of the Covid Pandemic
• The Digital Revolution marches on! What companies are looking poised to lead in 2022?
• Volatility in late 2021 has driven some stocks down significantly.
• What are the high quality and elite growth opportunities?
About Grinnell Capital
Grinnell Capital is an investment management firm founded by Frank Grinnell and Dana Grinnell, a team with over 40 years of combined experience in investment management, business ownership, and executive leadership.
We aim to simplify investing and endeavor to maximize stock market opportunity through two distinct investment models: the Accelerator Model and the Ignition Model.
The Accelerator Model is a concentrated portfolio of inefficiently priced and disruptive companies poised for growth that are selected using a disciplined, fundamentally-driven investment process underscored by stringent risk controls.
The Ignition Model is a portfolio of ETFs designed to provide sector-specific exposure and capitalize on market trends.
By providing a simplified approach to investing, we endeavor to help our investors live confidently. Learn more about Grinnell Capital by visiting our website – www.grinnellcapital.com.
Grinnell Capital is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about Grinnell Capital, including its services and fees, please review the firm’s disclosure statement as set forth in on Form ADV and available at no charge at https://adviserinfo.sec.gov/firm/summary/311742.
This video is provided for informational purposes only. The information contained herein should not be construed as the provision of personalized advice and is subject to change without notice. This material should not be considered as a solicitation to buy or sell any asset or engage in a particular investment strategy. Investing in securities involves the risk of loss, including loss of principal invested, and may not be suitable for all investors. Past performance is no guarantee of future results.
This video contains certain forward-looking statements which indicate future possibilities. Actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that any views and opinions expressed will come to pass. All expressions of opinion reflect the judgment of Grinnell Capital as of the date of publication and are subject to change without prior notice.
This video contains information derived from third-party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein and take no responsibility, therefore.
This video is provided with the understanding that Grinnell Capital is not engaged in rendering legal, accounting or tax services and we recommend that you seek out the services of professionals in these aforementioned areas.
The principal investment focus of the Accelerator Model (the “Strategy”) is to achieve strong relative and risk-adjusted returns primarily by investing and trading in securities issued by companies that focus on the global information technology, consumer, healthcare, industrial, and infrastructure sectors. These sectors are characterized by robust secular growth, an abundance of both new and maturing product cycles, a high degree of competition that creates the potential for relative winners and losers within a sub-sector or theme, a high degree of revenues and earnings volatility, rapidly changing sentiment and public perception, significant yet unrealized potential for globalization and superior relative liquidity. Investment in the Strategy is speculative and involves a high degree of risk. The Strategy’s performance can be volatile.
Grinnell Capital has total trading authority over the Strategy. The use of a single manager applying similar trading programs could mean a lack of diversification and, consequently, higher risk.