In 1985, the song, ‘We Are the World’, hit the music charts as a response to the famine in Africa. Its message that we are all united in support helped raise millions of dollars for those in need. And, today, the song’s message is still the same during the COVID-19 outbreak—we are all in this together and will make it through these tough times.
In difficult times, we look for ways to make meaning of the chaos. We are, by nature, social. Interacting with others and being productive help provide a sense of purpose and meaning to our lives. And therein lies the opportunity to reach out to support others through this shared experience. There are many around us who may need a phone call or connection to give them encouragement and support. And reaching out helps each of us feel better as well.
The COVID-19 pandemic has thrown a curve ball into investing. Protecting people’s lives is essential yet the economic fallout from closing our economy causes anxiety for millions who are missing financial support. In difficult times, we look for ways to make meaning of the chaos.
As investors, we recognize there is no crystal ball for the future. Instead, we look through an historical perspective and realize that we have gone through downturns in the past and recovered. The primary lesson from an examination of six other disasters, reported by the Wall Street Journal, March 20, 2020, is that there is a “trade-off between [protecting] public health and economic stability”, but that government action can blunt the economic shock. We are thankful that governments are coming down on the side of public health in this crisis.
From a dynamic perspective, the market behavior we have seen over the last month or two has played out many times in past periods of economic stress. Yes, this one has proven extraordinary in its breadth, depth and speed; nevertheless the dynamics of flight to safety are not unique and we believe that the economy and markets will recover.
We plan to stay the course and believe long term investors will be rewarded. From a theoretical perspective, value investors are rewarded for providing liquidity in the markets. From an historical perspective, when markets are down is a good time to buy value. While there are no performance guarantees, when investors overreact in selling, JM’s investment process continues mining for underpriced securities that have the potential for return over time.
So, our message to you from Jantz Management is that we will overcome this together. Moments like this underline our humanity and show how connected we are to each other in the world. We are more alike than different which is good when we realize our own humanity and how alike we all really are. We will survive and can do so with compassion and understanding for those around us as we all go through this together.
Jantz Management CEO
Since 2002, Jantz Management has worked to create value portfolios to meet long-term financial goals for individual investors, RIAs, institutions and foundations. Have questions about our approach? We would be glad to talk further!
Value investing provides diversification in a portfolio to help support and create long term investment growth. Our belief is that Jantz Management's quantitative focus on undervalued stocks will outperform comparable Value Indexes over time.
Our team is committed to helping you invest your funds responsibly--sustainable responsible investing has been shown to be a serious investment option for those concerned about building a sustainable future.
Jantz Management targets individual investors, RIAs, institutions and foundations by directly managing funds providing portfolio diversification into undervalued S&P companies.
Jantz Management also licenses its investment products to Registered Investment Advisors and institutional investors looking for socially responsible value investing options for their clients. We support women, diversity, efforts to address environmental/climate issues, fossil fuel free initiatives and shareholder activism.
Jantz Management's unique quantitative approach towards SRI investing provides strong options for those looking to invest in undervalued S&P companies. Our management team does the work for you behind the scenes!
Chris Jantz, CEO, strongly believes that investing for value should still be done responsibly. Her company (since 2002) was one of the pioneers in quantitative SRI investing. Jantz Management continues to advocate for strong shareholder values and responsible investing. This includes shareholder activism, proxy voting, climate change initiatives, and investing in companies that promote a sustainable future by reducing fossil fuel consumption.
As an MIT Sloan graduate, Chris used her previous math, statistical and management consulting expertise to develop a quantitative approach towards value investing. The mathematical model she created targets S&P companies that are undervalued while screening out companies that are less environmentally friendly. Jantz Management's active investments differ from passive value indexes by specifically targeting undervalued S&P companies.
Jantz Management's philosophy is that investors should consider diversifying a portion of their assets in long term U.S. value stocks. Value strategies historically outperform growth when the economy expands and investors move assets into undervalued stocks resulting in price appreciation.
JM"s approach exploits market trends, buying miss-priced stocks with future potential.
Our future depends on our actions now. Investing in clean, energy efficient and green companies is essential to our future.
Jantz Management is a 100% female owned company pioneering socially responsible quantitative value investing (TM).
Are you using your investments to support a sustainable future? Investing in ESG progressive companies just makes sense in the 21st century .
Jantz Management actively leads and supports shareholder proposals making a difference! One of our groundbreaking shareholder proposals was requesting companies create a net zero greenhouse gas emission goal by 2030.
JM supports a wide variety of environmental, social, and governance proposals targeting company policies promoting beneficial ESG outcomes. We believe that investments should make a difference.
Are you looking to invest funds responsibly while diversifying your assets? Jantz Management provides both direct investment management and licenses its products for Registered Investment Advisors .