White Papers

The Dividend Signal: Uncovering Global Growth Opportunities

May 18, 2017

Many investors are seeking to achieve diversified, well-balanced exposure to growth opportunities. Senior portfolio manager, David Ruff, discusses how an actively managed, research-based dividend strategy can provide investors with growth, income and risk management.

Master Limited Partnerships

May 11, 2017

Master Limited Partnerships (MLPs) are a unique asset class in the investment landscape. This piece gives an in-depth look into what MLPs are, including their partnership structure, tax basics, risks and value proposition.

2017 Outlook

February 3, 2017

Our outlook for 2017 synthesizes the views of Salient’s specialists in several key investment areas. Ultimately we think there is little value in guessing whether the market will be up 5% or 10%, but a great deal of value in focusing our attention on the events and decisions that will matter, being honest about our ability to capitalize on those decisions, and making a plan to take focused risks in those rare cases where opportunity and edge co-exist.

Trend Following: A Precision Tool for True Portfolio Diversification

May 5, 2016

We receive many questions about what defines a trend-following strategy, how they work and when they are designed to outperform. We compiled answers to these questions in this primer.

The Free Lunch Effect: The Value of Decoupling Diversification and Risk

April 29, 2016

In this piece, we will discuss why thinking about diversification and risk independently may help investors build more efficient portfolios. In particular, we introduce a way to think about the diversification potential of portfolios, or the Free Lunch Effect.

What Income-Seeking Investors Should Know about REIT Preferreds

April 1, 2016

A Q&A with managing director and senior portfolio manager Joel Beam and senior analyst John Palmer of the Salient Real Estate Team.

The Three T’s

April 1, 2016

Salient’s mission is to help investors build truly diversified portfolios. In his recent whitepaper, Jeremy Radcliffe, Salient president and chief strategy officer, discusses our belief that one of the most important things an investor can do is assess the risk contribution coming from various asset classes.

2016 Market Outlook

January 5, 2016

As we approach the eighth year of this current market expansion, we would like to provide you with our thoughts on market positioning…

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