Insights

23
Sep

Fund Company’s Annual CIO Roundtable Goes Virtual

Hennessy Advisors, long-time SunStar Strategic client, typically holds a mid-year, in-person CIO Roundtable in Washington, D.C.

21
Sep

Yield Hunters

Morningstar’s bond panel, The Search for Yield in an Ultra-Low Interest-Rate World, featured Vanguard’s Anne Mathias and BlackRock’s Rick Rieder. The discussion was moderated by Morningstar’s Sarah Bush.

18
Sep

The Role Of Luck, Skill, And Counterintuition In Investing

At the 2020 Morningstar Conference, Michael Mauboussin spoke about the best of his most impactful and recent research. He questioned the value of active management and suggested a new way to measure manager skill.

17
Sep

How To Build The Best Mutual Fund Website

We don’t usually brag, but, according to the Web Marketing Association, SunStar leads the industry in the mutual fund web development category. SunStar Strategic won the 2020 Award for Best Mutual Fund Website for its work on the Mairs & Power site.

15
Sep

Will We See The September Effect In 2020?

Folklore? Coincidence? Dating back to 1950, the Dow Jones, S&P, and Nasdaq have seen poor performance in September.

10
Sep

Advisors: Don’t Get Left In The Dust!

2020 has brought one change after another and financial advisors found themselves instantly in crisis mode.

08
Sep

SunStar Wins "Best Mutual Fund Web Development" Award

SunStar Strategic has won the 2020 Award for Best Mutual Fund Website for its development of the Mairs & Power site. The award reflects leading the industry in this category. The award is presented by the Web Marketing Association annually.

31
Aug

Case Study: Sparrow Growth Fund

Sparrow Capital Management adds $5 million in new fund assets after only 4 months with SunStar Strategic.

25
Aug

Zoom Messed Up - Can They Be Forgiven?

Zoom, the video conferencing platform that millions of Americans rely on every day, crashed yesterday as millions of students returned to school via e-learning.