Market Intelligence

Becoming aware of Behavior Biases

If you read a textbook on investing, it would say that all investors are in search of profit and make “profit-maximizing” choices in...

18 November, 2020

Mistakes Investors Make During Election Years

This year has been a whirlwind. The global pandemic and its subsequent shut-down of the global economy wreaked havoc upon financial markets and...

24 September, 2020

High Quality Stock Performance Held Back by Limited Earnings Visibility

By Allen T. Bond, CFA, Managing Director – Portfolio Manager, Jensen Investment Management - June 25, 2020 [caption id="attachment_18883" align="alignleft" width="160"] Allen T. Bond,...

14 July, 2020

Baron Capital on Coronavirus Impact and Current Market Environment

Baron Capital is a well-known, highly regarded firm with a strong track record of investing in small and medium sized companies. The firm’s...

23 June, 2020

Bill Miller’s First Quarter Investor Letter

Legendary investor, Bill Miller’s quarterly commentary is required reading at Madison, as his insights into the markets and long-term perspective help contextualize today’s...

21 May, 2020

Navigating Unprecedented Times

“Everybody has a plan until they get punched in the mouth” – Mike Tyson, Retired Professional Boxer Truth be told, we never thought we’d...

14 April, 2020

Legendary Investor, Howard Marks, on the Coronavirus

Howard Marks, legendary investor and founder of Oaktree Capital ($125 billion under management as of 12/31/2019), is someone we admire and follow closely...

19 March, 2020

IMPORTANT CORONAVIRUS & MARKET UPDATE

Dear Friends, This has been a challenging week in the financial markets with much of it attributable to concerns over the COVID-19 Coronavirus outbreak...

13 March, 2020

Coronavirus: Short & Long-Term Impacts

Madison is closely monitoring the coronavirus outbreak, and our hearts go out to those affected. From an investment perspective, our opinion of the likely outcome depends...

18 February, 2020