
Barometer Capital Management Manages Tactical, Multi-Asset Portfolios for Families,
Foundations and Endowment Funds.
Allows us to objectively manage client portfolios through all market conditions.
Everyday we assess market risks, and identify market leadership through our top-down methodology.
Our bottom-up method is designed to proactively identify leading companies across all sectors of the market.
The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.
Once again the crowd is challenged - money has been into bonds and out of stocksβ¦if it feels easy it is probably wrong. Fear is potent motivator.
As the S&P 500 breaks 4,200, debt ceiling drama was overblown (again), and the economy continues to surprise ==> money managers pile into bonds.
Highest OW to bonds since Mar '09.
We've been OW equities since December and this isn't doing anything to change our mind.
Barometer Global Music Royalty Fund is dominating the charts! With hits from 3 out of the top 10 most streamed artists on @Spotify - @taylorswift13, @theweeknd, and @Drake - the fund is a music lover's dream investment. πΆ#MusicRoyalties #BGMRF
Most streamed artists on Spotify (May 23):
#1 @taylorswift13
#2 @sanbenito
#3 @theweeknd
#4 @Drake
#5 Peso Pluma
#6 Feid (@ferxxo4)
#7 @edsheeran
#8 Lana Del Rey
#9 @arijitsingh
#10 Kanye West
Perhaps the poster child for our motto "good getting better..." How a stock reacts the moment investor perceptions of future trajectory shifts to reflect a new reality...
Barometer's single largest position as a firm.
The epitome of a leader. Cheaper today then it was⦠https://twitter.com/i/web/status/1661770309563740161