Jantz Management offers separately managed accounts to individuals, institutional investors and foundations by directly managing funds and providing portfolio diversification through value portfolios.
Jantz Management licenses model portfolios to Registered Investment Advisors and firms looking for socially responsible value investing options for their clients. We support environmental initiatives, women, gender equity, diversity, climate change reduction, and shareholder activism.
Jantz Management's unique quantitative approach towards socially responsible 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!
Whether you are an accredited investor, a foundation, or a Registered Investment Advisor looking for value funds for your clients, our Belief is that...
1. You are wanting solid investments to help diversify your portfolio,
2. Value strategies help provide that diversity, and
3. Sustainable, responsible investing is a choice necessary to support our future world.
“A Booming Economy and 4 More Highlights From JPMorgan CEO Jamie Dimon’s Annual Letter” Barron’s Updated April 7, 2021
The economy has emerged from the recession created by the coronavirus pandemic better than expected, and there is reason to believe good times can continue into 2023, thanks to swift fiscal and monetary-policy actions and the increasing rollout of vaccines.
“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the U.S. economy will likely boom,” Dimon wrote. He said government spending could continue until 2023 and may have lasting positive economic effects, beyond the next two years, if the outlays are done in a disciplined manner that provides greater economic opportunity.
“We don’t know what the future holds, and it is possible that we will have a Goldilocks moment – fast and sustained growth, inflation that moves up gently (but not too much) and interest rates that rise (but not too much),” he said.
While the purpose of a corporation has long been thought to be delivering value for shareholders, business leaders have expanded their thinking in recent years. Now, many say that corporations exist to provide value for a variety of stakeholders, including employees, customers, and communities.
“Shareholder value can be built only if you maintain a healthy and vibrant company,” Dimon wrote. “The problem with the American public’s impression of ‘shareholder value’ is that too many people interpret it to mean short-term, rapacious profit taking – which, ironically, is the last thing that leads to building real, long-term shareholder value.”