Accuvest feautured in ETF Trends article

Dave Garff recently published an article at ETF Trends


Accuvest featured in article

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Dustin Blodgett shares some insight on the relative strength and momentum of International markets.




Two members of the Accuvest Global Advisors portfolio management team passed their final tests, and achieved advanced certifications in the month of August.

David Allen, portfolio manager, received his Certified Financial Planner® (CFP®) certification.

Chris Heyman, portfolio manager, earned the Chartered Financial Analyst® (CFA®) designation.

[Read more…]

Join S&P Dow Jones Indices for a complimentary event in San Francisco on Tuesday, July 21st: “Optimizing Risk Strategies with ETFs”

Our panel of advanced experts, including  David Garff, President and Chief Investment Officer at Accuvest Global Advisors will debate topics ranging from using ETFs to lock in tax alpha to exploring risk-adjusted returns in historically volatile markets like emerging markets. CE credits available.

[Read more…]

Congratulations to Dave Garff, IMCA Award Winner

Congratulations to Accuvest President Dave Garff on winning the 2015 Edward D. Baker III Journal Research Award for his recent whitepaper: “Multi-Style Global Equity Investing: A Statistical Study on Combining Fundamentals, Momentum, Risk, and Valuation for Improved Performance“.

Dave will be presented the award at the IMCA 2015 Annual Conference, April 26-29th at the ARIA Hotel in Las Vegas.

Click here for more information about the upcoming conference and here to learn more about the Baker Award.

Watch David Garff on Fox Business: How investors can profit overseas with ETFs

In this interview with Cheryl Casone of Fox Business, Accuvest President and CIO Dave Garff discusses top ETF picks for investing overseas using.

  • China: fundamentals are strong; ROE is great; currently the cheapest country in our investment universe
  • Germany: one of the hottest countries; up 17% in the past 6 months
  • Japan: a developed market that’s gotten quite hot; risk is decreasing

View the full video here.

View Now: David Allen Discusses Global Investing

In our newest video, portfolio manager David Allen discusses investing globally, and how advisors can broach this topic with their clients in the most meaningful and effective ways.

David covers the global investors experience in the past 5 years, how long domestic vs. international performance cycles last, and how clients can take advantage of these cycles.

Join David Allen at the Global Macro ETF Strategist Conference June 26

Topical Discussions,

Tactical Approaches

The Global Macro ETF Strategist Conference is a first-of-its-kind event that will bring together many of today’s leading global investors to discuss the current state of the global markets as well as what we can expect in 2015 and beyond.

David Allen, Vice President and Senior Portfolio Manager at Accuvest, will speak at the event in a session on emerging markets. Join David, your peers, and many more featured speakers as takes a closer look at the global economy and how you use certain indicators to position client portfolios, while reducing risk and lowering volatility.

Thursday June 26th 12:00–12:50pm

Convene Conference Center (Financial District) NYC

Re-Emerging Markets: What Countries & Approaches Will Lead in Coming Years?

Moderated by Oliver “Olly” Ludwig, Managing Editor,

David Allen, Vice President, Accuvest Global Advisors

Darshan Bhatt, Co-Founder & Deputy CIO, Glovista Investments

Emerging markets continue to be a source of growth, but the market has turned. Export-oriented emerging markets face head winds, while consumer-driven growth thrives. Are the emerging markets set to drive growth for another five-year run, or has recent market weakness changed the outlook? Topics to be covered include:

  • How to evaluate individual EM countries
  • Managing and understanding liquidity risk
  • Currency hedging and currency risk

Register Here


CIMA®, CFP® Credit Available

Meet AGA CIO Dave Garff this Thursday in SF

The Quest for Quality. 

Factor-Based and Core Approaches to Asset Allocation

Join the Accuvest team at the S&P Dow Jones Indices annual event tailored exclusively for financial advisors in the San Francisco Bay Area. Accuvest President and CIO David Garff joins the panel on “Implementing Factor-Based Investing”.

Thursday June 12th 12:00–4:00pm

Mandarin Oriental, 222 Sansome Street, San Francisco

This year’s forum will provide one-on-one access to leading industry thinkers and their insight on:

  • The flexibility of a multi-cap approach in U.S. equities and other core investing ideas
  • Evaluating the unique risk/return profiles of factor-based approaches, often referred to as “Alternative Weighting” or “Smart Beta”
  • The latest index-based opportunities across themes, asset classes and regions

Register Here


Ideas for Implementing Factor-Based Investing

Moderated by Scott Kubie, CFA, Chief Strategist, CLS Investments, LLC

Brian Lockhart, CFP, Chief Investment Officer, Peak Capital Management

David Garff, President & Chief Investment Officer, Accuvest Global Advisors

Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

King Lip, CFA, CFP, CMT, Chief Investment Officer, Baker Avenue

CFA®, CIMA®, CFP® Credit Available

And don’t miss out on the latest piece from S&P Capital IQ, “Building an International Portfolio with Country ETFs”. Todd Rosenbluth, Director of ETF Research, interviews Dave Garff on Accuvest’s monthly country ranking strategy.

Offshore World Champions

This past spring, our colleague Keith Kelty (Managing Director at FundHaven, Ltd.), was in beautiful Quepos, Costa Rica for the 2013 Offshore World Championship (OWC). As you may remember from our original post, Keith and his team has a few wild days of fishing that ultimately ended in victory and the title of Offshore World Champions.

For more on this amazing feat, Marlin Mag just published a great read. Check it out here and give a big congrats to Keith in the comments below!

Keith (center) and his championship team!

Keith (center) and his championship team!