In the News: Dallas Business Journal

Last week, Michelle Connell, President and Owner of Portia Capital Management was featured in the Dallas Business Journal. The article highlights the differences and competitive advantages our firm brings to our clients. Michelle’s unique and nationally-recognized background in private equity and alternative investments has not only provided her with the ability to utilize assets typically not used […]

In the News: Bloomberg Australia Daybreak

On June 18th, Michelle Connell, CFA was interviewed by Bloomberg Daybreak Australia. Earlier in the day, Ray Dalio, the founder of Bridgewater Associates, the world’s largest hedge fund, voiced his concerns that equity investors will be looking at a “lost decade” due to the pandemic. Click the link below to check out the interview (starting at […]

In the News: Yahoo! Finance

Following Federal Reserve Chairman Powell’s speech on Congress on Tuesday, Michelle Connell, CFA spoke with Yahoo! Finance and gave her thoughts on what Chairman Powell had to say. Click below to take a listen.

In the News: Where Are the Best Opportunities for Investors in 2020?

As of June 1, the S&P 500 has recovered nearly 80% of its March losses. Are there still good investment opportunities for private investors? Learn more in my interview with InvestmentNews. During these last few months, the market has resembled a roller coaster with its highs and lows. These huge fluctuations leave investors wondering what to do […]

In the News: Forbes’ Editors Pick

How investors are to proceed in the post-COVID economy “The ability to estimate earnings for 2020 just went out the window.” Have you or your organization been wondering what your next investing move is in this volatile, COVID-19 economy? What’s the smartest move? Is now the time to buy? Check out this recent Editors’ Pick article […]

In the News: Traders Magazine

A look at what investors should do in the current market environment By Michelle Connell, CFA | 1 min read I recently had the opportunity to talk with John D’Antona Jr., of Traders Magazine about the current market environment amid the coronavirus pandemic. We discussed how investors should navigate the equity market, opportunities for making […]

In the News: U.S. News & World Report and Financial Advisor

National Publications Seek Expertise of Texas-Based CFA Concerning the Uncertain Times Facing Investors FOR IMMEDIATE RELEASE                                                                                   Fort Worth, Texas, April 16, 2020 – The COVID-19 pandemic has sent the global economy spiraling downward. US markets have experienced the greatest losses since the Great Recession of 2008. Unemployment numbers are climbing rapidly  — 5.2 million more […]

“Investments are cheap! Why aren’t you buying?”

Answering a common question from investors in the current state of the market and why I think we should be cautious before we “load the boat.” By Michelle Connell, CFA | 2 min read “Why aren’t you buying?” It’s an important question, but the answer goes much further than current valuations. Before loading the boat, […]

COVID-19 Market Update: What Are We to Do?

COVID-19 has rocked the stock markets and the global economy. What is the best next step for investors? Here’s what you can do to minimize your downside.