international outperformance has boded well for CLS ’s AdvisorOne funds strategies this year ..... evident in portfolios for a long time at CLS , and is one of our investment themes in 2015; however, we have observed ..... political risk and currency risk. 1160- CLS -2/23/2015
CLS Weekly Market Review
After looking at Celestica 's CLS most-recent quarter, we are sticking with our fair value estimate. Overall, the ..... quarter, we will be testing our assumptions and will further gauge the progress of Celestica 's turnaround.
review each of these “big Es” and how CLS is reacting to them. Europe: Starting to Rebound ..... currency terms). Where to next? In short, CLS is continuing to build positions in Europe. There are ..... and recently it has been pouring.” 1 CLS is continuing to hold energy stocks. Earnings
We are sticking with our fair value estimate for Polo Ralph Lauren RL after reviewing first-quarter results. Revenue totaled $1.07 billion, representing a 12% increase over the prior-year quarter, driven by strength in the wholesale and retail businesses. The wholesale segment grew 12%, primarily
favor for international equities within CLS ’s portfolio allocations. And we’ve communicated our ..... European markets. Risks and Rewards While CLS has a strong conviction in global, balanced, and diversified portfolios ..... to the value of its competitors. 0845- CLS -1/12/2015
This mutual fund is not immune to trouble.
down 10%. Quite a turnabout. How did CLS portfolios fare given these markets’ performance ..... usually move before the fundamentals improve. CLS portfolios have been overweight energy stocks ..... economies with the higher interest rates. At CLS , the stronger dollar did not help most
CLS : Two Markets that Went in Different Directions – The Role of an Investment Counselor
investors renew their interest in risk. At CLS , we keep a high focus on risk all the time. Our Risk Budgeting ..... from the client’s specific answers to CLS ’s Confidential Client Profile questionnaire ..... diversified equity portfolio. 2373- CLS -12/16/2014