Carnegie Investment Counsel Blog

Greg Halter, CFA

Greg Halter, CFA
Greg Halter serves Carnegie Investment Counsel as Director of Research, where he coordinates all aspects of both equity and fixed income research materials. Greg provides the appropriate materials for portfolio managers to use in building and managing client portfolios effectively.

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How Our ‘Counsel’ and Team Approach Helps Us Make Investment Decisions

Posted by Greg Halter, CFA on Feb 16, 2021 1:30:00 PM

On a monitor across from my desk, two screens share constantly updating market news from earnings reports to headlines. On my phone, Twitter flashes the latest evaluations and thoughts from, well, thought-leaders. Bloomberg provides analytics, data and even more financial news. The flow of information is good and valuable. Everyone can access this information. It’s a far cry from years ago, when we had to wait to receive faxes of earnings reports. Now financial information is certainly becoming more “democratized”. But these volumes of information are a challenge for individuals to process, even if those individuals are professionals.

At Carnegie, the word “counsel” in our name speaks to the expertise we bring to investment management. But how does the Carnegie approach work in practice? How do we synthesize information together as a team to help portfolio managers digest it and make decisions for our clients’ portfolios?

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Topics: Investing, Wealth Management

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