Insights
April 2, 2024
February 2024 Commentary: The Power of Momentum In physics, Momentum describes the tendency of an object to keep moving in its current direction [...]
In the News
March 21, 2024
Published by Nasdaq (March 2024), this edition of CIO Quarterly covers 'Active vs. Passive Management' insights, featuring commentary from Appomattox's Susan Webb (go to [...]
Speaking Engagements
February 27, 2024
March 14, 2024 - New York Alternative Investment Roundtable is hosting its Seventh Annual Women's Forum, featuring Susan Webb as speaker and panel moderator. [...]
Insights
January 9, 2024
“Times and conditions change so rapidly that we must keep our aim constantly focused on the future.” — Walt Disney 2023 unfolded with an [...]
Insights
December 22, 2023
Inflation, rising rates, the US presidential election in less than a year, war in the Middle East and Ukraine are geopolitical realities that are [...]
Speaking Engagements
December 6, 2023
December 14, 2023 Sustainable Investing Symposium organized by AIF Institute features Drianne Benner, Appomattox Managing Director, as Panel Moderator for "Public Policy Discussion: How [...]
Speaking Engagements
November 28, 2023
December 4-8 virtual, December 7 in person (New York City): 100 Women in Finance's Global FundWomen Week - Drianne Benner (Appomattox Managing Director), Speaker [...]
Speaking Engagements
November 10, 2023
December 4-5, 2023 IVYFON Miami Family Office Outlook Forum features Appomattox's Susan Webb as a speaker at the 'Emerging Managers 2024' panel. Conference agenda: [...]
Insights
November 10, 2023
Welcome to our ‘Discourse on Debt’ second monthly bond market commentary from Appomattox. Debt investing is largely a negative art. Don’t lose money as [...]
Speaking Engagements
October 23, 2023
Nasdaq's "Asset Owner Insight Series" features Appomattox Advisory's Susan Webb, CEO & CIO, for a video conversation about how she is leveraging technology in [...]
Insights
October 19, 2023
Introduction Welcome to our ‘Discourse on Debt’ first edition of a monthly bond market commentary from Appomattox. Given the steep rise in interest rates [...]
Speaking Engagements
October 17, 2023
October 10, 2023 Impact Investing Symposium, organized by 100 Women in Finance, features Appomattox's Drianne Benner as a speaker, opening and closing multiple panels [...]
Insights
September 22, 2023
In the month of August, the red-hot equity markets finally took a pause, retracing some of the gains accumulated over the past few months. [...]
Speaking Engagements
September 21, 2023
September 27, 2023 Luncheon Leadership Panel features Appomattox's Susan Webb during the 2023 Women Investors' Forum organized by AIF
Insights
August 28, 2023
Looking back on July and the Q2 data prints we’ve seen since the end of June, volatility seems to be rising in markets as [...]
In the News
August 21, 2023
Published by Crain Currency (August 15, 2023): Smaller and emerging managers can be a significant but overlooked source of alpha. Often hungrier and full [...]
Insights
August 10, 2023
As we head into Q3, the market seems ready to leave some key issues of the last 12-18 months in the rearview. Aside from [...]
In the News
July 6, 2023
Alternatives Watch (July 6, 2023): Institutional investors are increasingly outsourcing their investment management functions due to the rising complexity of managing those portfolios. Many [...]
Insights
June 28, 2023
Through May and in early June, the latest economic data has demonstrated the remarkable resilience of the global economy, even as interest rates in [...]
In the News
May 30, 2023
The Appomattox press release covering the appointment of Grange Johnson as Deputy CIO received media coverage in multiple industry news publications, including: Pensions & [...]
Insights
May 25, 2023
The first quarter of 2023 showed a rebound across equity and bond markets. Looking ahead at the remainder of the year, our investment focus [...]
Press Releases
May 15, 2023
New York, NY – May 15, 2023 – Appomattox Advisory, Inc. (“Appomattox”), a New York based Outsourced Chief Investment Officer (“OCIO”) firm founded in [...]
Insights
May 11, 2023
In light of the recent bank failures, Appomattox is proud to highlight for our clients some examples of the significant structural advantage of investing [...]
Speaking Engagements
May 2, 2023
Podcast episode: '2023 Market Outlook: Managing Risk and Finding Opportunities' features Appomattox CEO/CIO Susan Webb (interviewed by Nancy Vailakis), discussing recent market events, investment [...]
Press Releases
April 28, 2023
We are delighted to announce the appointment of Kristin Melino, Chief Operating Officer (COO) and Chief Financial Officer (CFO) for Appomattox. Kristin has over [...]
Speaking Engagements
April 18, 2023
Mary Ruth, Appomattox's Head of Manager Research, and Susan Webb, President/CIO, are featured speakers during the June 29, 2023 OCIO East Summit in New [...]
Insights
March 28, 2023
Looking back on the start of this year, financial markets demonstrated promising performance in January, as several technology stocks witnessed a sharp rebound. There [...]
Insights
March 21, 2023
While the collapse of Silicon Valley Bank (“SVB”, Ticker: SIVB) may not suggest major solvency concerns in the US or wider global financial system, [...]
Insights
February 28, 2023
As we transition into the final month of Q1, it’s clear the strong paradigm shift that began last year is becoming fully entrenched in [...]
Insights
January 31, 2023
With the first month of 2023 behind us, we believe signs are now pointing more clearly to a new economic status quo marked [...]
Insights
December 31, 2022
2022 was a year marked by tumult, uncertainty, and fundamental shifts in the geopolitical, social, and investing landscape. Amid the fallout of the [...]
Speaking Engagements
March 3, 2022
News+Insightsmai2023-02-12T18:38:42+00:00