We believe that fundamental analysis and intelligent risk management can add value for investors over full economic cycles. Our disciplined approach of evaluating risk and reward across not only equity securities but also uncorrelated asset classes affords clients the potential to generate returns in varying investment environments.
Latest Macro Commentary
While the economic picture is set, markets face a crucial crossroads. This bifurcated backdrop revealed itself during the first quarter as bond yields rose rapidly causing disruption to growth stocks, and at times, equities overall.
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Gallatin Capital Management, LLC
P.O. Box 3181, Allentown, PA 18106