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Current Outlook Financial

Chasefield Special Report

Trying to put into context performance for clients is always challenging.  Advisors want to know how they did versus known benchmarks.  We call this relative performance.  Advisors know the only way to escape losses is to just not invest.  Many market timing methods offer another set of challenges too lengthy for discussion in this paper.… READ MORE

Chasefield 2023 Outlook

It has been a tough year for stock and bond portfolios. I believe we are seeing the impacts that a hawkish Fed is having on both bond and stock markets alike. Throughout the year, we made a few tactical changes to portfolios that included adding a position into ACWI in May and selling in late… READ MORE

Versa Fund One Year Performance

Versa Fund is up almost 4% net after fees since launching in the beginning of October in 2021. Versa Fund has performed remarkably well despite the market falling substantially in 2022. To that end, we have created roughly 18% in alpha over our benchmark the S&P 500. We expect continued growth over the coming months.… READ MORE

Chasefield Capital 2022 Mid-Year Outlook

As many of you are aware, the first two quarters of the year have been poor for both equities and bonds alike. A large portion of portfolio positions in the equities space are down 20% or more, bond performance is negative, and real estate is down about 20%. Commodities and cash have been the only… READ MORE