3200 Windy Hill Road
Suite 1550E
Atlanta, GA 30339
3200 Windy Hill Road
Suite 1550E
Atlanta, GA 30339
Author: Thomas Martin, CFA Senior Portfolio Manager
Mr. Roach joined GLOBALT in 1991 and serves as the adviser’s President. He has over 30+ years of investment experience. Prior to joining GLOBALT, Mr. Roach was a Vice President of Marketing and Client Services for Western Asset Management. Mr. Roach received his B.S. in Chemical Engineering from Purdue University where he earned academic excellence awards from Inland Steel, Dow Chemical and Procter and Gamble. He received his M.B.A. in Finance & Marketing from Columbia University Graduate Business School where he was awarded the Johnson & Johnson Leadership Fellowship.
Mr. Roach is a member of the Advisory Board of the Goizueta Business School of Emory University. He is a member of the 1998 class of Leadership Atlanta and was involved with Girls’ Inc. of Greater Atlanta for over 10 years. Mr. Roach is also a member of the Grady Hospital Ambassador program and has recently joined the Atlanta Area Council of the Boy Scouts of America.
Mr. Fullam is a founding principal of GLOBALT and serves as the adviser’s Chief Investment Officer and Senior Investment Strategist. He has 30+ years of investment experience. He developed GLOBALT’s multiple factor/optimized portfolio model which he first successfully implemented while he was the equity portfolio manager for The Investment Centre, Inc., the North American investment subsidiary of Nationale Nederlanden. Mr. Fullam completed his undergraduate work at the University of Tennessee-Chattanooga and received his M.B.A. from Georgia State University.
Ms. Woody began her career in asset management at GLOBALT in 1997. She focused initially on the firm’s quantitative efforts. As an equity analyst, Ms. Woody has covered software and healthcare for the firm for over 20 years. Since 2010 she has worked as a portfolio manager for the asset allocation and equity strategies. She serves as the lead portfolio manager for the firm’s fixed income products. Throughout her tenure at GLOBALT, Ms. Woody has contributed to the firm’s quantitative models and methods. Ms. Woody received her B.A. in Mathematics from Emory University. Ms. Woody holds a Series 65 certification.
Mr. Martin joined GLOBALT in July 2014 and is a member of the Investment Policy Committee and serves the adviser as a senior portfolio manager. Prior to joining GLOBALT he was a Family Investment Officer for GenSpring Family Offices advising high net worth multi-generational families on investment policy, asset allocation, manager selection and equity selection and responsible for over $600 million in AUM. Mr. Martin received an A.B. in Economics at Duke University. He is a Chartered Financial Analyst and is a member of the Institute for Chartered Financial Analysts for which he is a past member of the Council of Examiners. He is also a member of the Atlanta Society for Financial and Investment Professionals where he served as President in 2001. He has been in the investment field since 1984. The CFA Trademark is the property of the CFA Institute.
Mr. Buchanan has over 14 years of experience in the investment management industry. Prior to joining GLOBALT, Mr. Buchanan held the role of Chief Investment Officer and Principal of Invictus Capital Investors. Mr. Buchanan has also served as Portfolio Manager for Value strategies at Herndon Capital Management and Portfolio Manager at The Retirement Systems of Alabama. Mr. Buchanan earned his B.S. in Investment Management Finance from the University of Alabama and an MBA from Auburn University Montgomery. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. The CFA Trademark is the property of the CFA Institute.
Ms. Fulton joined GLOBALT in 2019 and serves as an Associate Portfolio Manager, assisting the Investment Policy Committee with updating and monitoring quantitative models and methods used for investment strategies. Previously Ms. Fulton worked as a Risk Analyst, covering operational risk within firms as well as consumer risk in the credit lending space. She has experience developing quantitative models that automate existing processes and enhance operational performance. Ms. Fulton has a BA in both Mathematics and Economics from Spelman College, and a MS in Quantitative and Computational Finance from Georgia Institute of Technology. The CFA Trademark is the property of the CFA Institute.
Author: Thomas A Martin, CFA
Critical Considerations, the Outlook from here, and GLOBALT’S...
Author: Kimberly D. Woody Senior Portfolio Manager
The Fed has, since spring 2022, raised the...
Author: Veronica A. Fulton, CFA
Bitcoin is once again populating headlines across financial news....
By: J. Keith Buchanan, CFA, Senior Portfolio Manager
By: Thomas Martin, CFA, Senior Portfolio Manager
Investors are seeking companies that are...
Author: Kimberly Woody, Senior Portfolio Manager
By Veronica A. Fulton, CFA, Associate Portfolio Manager
Election years are typically...
By J Keith Buchanan, CFA – Senior Portfolio Manager
To think back to where the markets were...
By: Thomas A. Martin, CFA, Senior Portfolio Manager
Not that there aren’t things to worry about....
By J. Keith Buchanan, CFA, Senior Portfolio Manager
Finally, we have arrived at the season of...
By Veronica A. Fulton, CFA, Research Analyst
By Kimberly D. Woody, Senior Portfolio Manager
The yield on the 10-year US treasury is up an...
By Thomas A. Martin, CFA, Senior Portfolio Manager
They are not Spiderman. They are not horsemen...
By J. Keith Buchanan, CFA, Senior Portfolio Manager
There is a question that risk markets have...
By Thomas A. Martin, CFA, Senior Portfolio Manager
By Kimberly D. Woody, Senior Portfolio Manager
Japan has been largely dismissed for the better...
Author: Veronica A. Fulton Research Analyst
The U.S. economy has been resilient despite both the...
by Kimberly Woody, Senior Portfolio Manager
Author: J. Keith Buchanan, CFA
This holiday week carries annual significance. Most notably, it...
Author: Kimberly Woody
A real yield is an interest rate that has been adjusted to remove the...
Author: Thomas A. Martin, CFA, Senior Portfolio Manager
The new Bull Market broke out at the...
Author: Veronica Fulton, Research Analyst
Overall, the U.S. economy has proven resilient in the...
By J. Keith Buchanan, CFA, Senior Portfolio Manager
Last month, SpaceX launched the most powerful...
Author: Thomas A. Martin, CFA, Senior Portfolio Manager
Author: Veronica A. Fulton, Research Analyst
By J. Keith Buchanan, CFA, Senior Portfolio Manager
At this point, most market watchers have...
Author: Thomas Martin, CFA, Senior Portfolio Manager
By Kimberly Woody, Senior Portfolio Manager
As inflation weighs ever more heavily on the minds of...
By Veronica Fulton, Research Analyst
In typical fashion, immediately following Fed Chair Powell’s...
Author: J. Keith Buchanan, CFA, Senior Portfolio Manager
By Thomas A. Martin, CFA, Senior Portfolio Manager,
By Veronica Fulton, Research Analyst
By J. Keith Buchanan, CFA, Portfolio Manager
Inflation Isn’t Everything, It’s The Only Thing
By Thomas A. Martin, CFA, Portfolio Manager
By J. Keith Buchanan, CFA, Portfolio Manager
A few times this year, we have revisited the topic...
Meet a Strategist is a weekly feature where Evan Harp talks to different strategists about how...
By Kimberly Woody
Senior Portfolio Manager
The markets seem distorted by forces for which we have...
Markets have digested a great deal of bad news thus far in 2022.
ByVeronica Fulton, Research Analyst
The key question on everyone’s mind is – “Is this the bottom?...
ByKimberly Woody, Senior Portfolio Manager
By Thomas A. Martin, CFA, Senior Portfolio Manager – GLOBALT Investments,
The eponymous Emergency...
By J. Keith Buchanan, Portfolio Manager – GLOBALT Investments
November 30th, 2021, the Federal...
The Russell 3000 is down -13.78%, at the time of this writing. The Bloomberg Barclays U.S....
As is often the case, the things investors are most focused on matter the least. An inversion in...
Let’s start with inflation. Remember when there wasn’t any for years and years? It changed...
We have all heard the three tongue-in-cheek keys to successful real estate. Location, location,...
By Veronica Fulton, Research Analyst – GLOBALT Investments.
The market is forward-looking, and...
The events of the last few weeks have certainly rattled even the most composed investors
After reaching a new high on January 3rd, the S&P 500 declined relentlessly through January...
The market is on the cusp of another riveting earnings season that has every investor on the edge...
If we use history as our guide, we should expect interest rates to rise ahead of a Fed tightening...
We find ourselves wanting to use the words “most”, “ever”, or “all time” when we want to quantify...
Everyone would be a better central banker than the central bankers. Just ask them. Actually, you...
We have long been concerned that the U.S. Federal Reserve (the Fed) had backed themselves into an...
Supply chain disruptions. Escalating energy costs. Rising labor costs. Rising interest rates.
Investors are wrestling with, among other things, the fallout from global supply chain...
The offshore Chinese equity markets have been walloped.
Japan’s asset price bubble burst in 1992 following a period of runaway prices and overheated...
We know, we know. It’s the talk of the town right now. It’s the conversation starter of...
Bitcoin is the original cryptocurrency – a non-physical currency that is created, stored,...
Is the market on edge? Monday, July 19, the S&P 500 went down -1.6% and to hear the talk, you...
The underlying theory. Harry Markowitz, known by many as the father of modern portfolio theory,...
Earnings reports for the third quarter of 2018 came in strong, but the markets seemed to be...
The labor market delivered a disappointing jobs number for the month of April with only 266,000...
Taxes are likely to change meaningfully especially for our higher net worth clients. We try to...
The United States equity market, broadly measured by the Russell 3000 Index, returned +6.4% in...
We all know the scene. When the Tin Man, Scarecrow, Cowardly Lion, and Dorothy finally made their...
There’s the so-called “Big Rotation” out of bonds and into stocks. These days, it all starts with...
A question was recently posed by a client: After years of intervention from the Federal Reserve...
January market action started off as a continuation of the same trends as in 4Q20, but then…a...
The S&P 500 closed at an all-time high on November 16th and at another one on the 27th.
The S&P 500 rose near its all-time high from September but sank in the latter half of the...
Important Risk Information
Investing involves risk including the risk of loss of principal.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA's express written consent.
The trademarks and service marks referenced herein are the property of their respective owners. Third party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and have no liability for damages of any kind relating to the use of such data.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-800-242-0134 download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.
Not FDIC Insured - No Bank Guarantee - May Lose Value.
© 2024 State Street Corporation. All Rights Reserved.
6585411.1.1.AM.RTL
MID001109
4/30/2025