Portfolios seem to be better positioned now: Castleark’s Castellini

CNBC’s Kellys Evans is joined by Jerry Castellini, CEO of CastleArk Management, and Nancy Tengler of Laffer-Tengler Investments to discuss the state of the markets and how they’re investing amid the volatility.

SOURCE: CNBC The Exchange

Disclosures

Morningstar Ratings

These ratings were awarded by Morningstar as of March 31, 2023, based on information for the time period indicated through March 31, 2023. The overall rating is a weighted average of the three-, five- and ten-year ratings. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or their affiliates.

PSN Top Gun

Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating, meaning our Equity Income Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods and have a standard deviation for the five-year period equal or less than the median standard deviation for the PSN Managed Account US Value peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. Laffer Tengler Investments does not compensate Zephyr to be provided a rating, however, we do pay Zephyr for use of the logo.

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Portfolios seem to be better positioned now: Castleark’s Castellini

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PSN Top Gun

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Nancy Tengler Discusses the Latest Impacts on the Market