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Eddie Nowell

President, South Atlantic Capital Management Group
BIO

South Atlantic Capital is an independent registered investment advisor registered with the State of North Carolina and the Commonwealth of Virginia. We are a research focused firm managing client portfolios with a long-term view.  

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Financial
Oct 18, 2019

Reducing Some Positions

Recently, we have increased our holdings of cash equivalents to roughly 18 percent of portfolios as our expectation for future returns on some investments no longer meet our hurdle rate. Our framework ...

Financial
Aug 5, 2019

What’s Next for Equity Investors?

Two things are top of mind for equity investors; a market downturn due to a recession or a market downturn due to excessive valuations.   I wouldn’t lose sleep wondering if a recession wi ...

Financial
Jul 1, 2019

Are Growth Stock Valuations Underpinned by Reality?

Since the credit crisis in 2008, annual returns for value stocks, which are stocks trading at low multiples of earnings, cash flow, or book value, have badly trailed returns for the broader market, pa ...

Financial
Jun 7, 2019

What We Think is Unique About Our Firm

Research-Focused South Atlantic Capital is an independent registered investment adviser registered with the State of North Carolina and the Commonwealth of Virginia.   We are a research-focus ...

Financial
Apr 23, 2019

Is Diversification Oversold?

In our view, taking money out of your best ideas where you have the most confidence in future returns and ability to withstand risks to put it in companies you know less about and have less confidence ...

Financial
Apr 8, 2019

A Rising Tide Tends To Lift All Boats But You Find Out Whose Swimming Naked When The Tide Goes Out

The second part of this headline should be credited to Warren Buffett as his way of describing how dangerous complacency about investment risk can reverse abruptly when a company is finally forced to ...

Financial
Mar 4, 2019

What We Think is Unique About Our Firm

Research-Focused South Atlantic Capital is an independent registered investment adviser registered with the State of North Carolina and the Commonwealth of Virginia.   We are a research-focus ...

Financial
Feb 1, 2019

How to Deal with Recent Market Volatility

Prices Can Be Distorted by Computer Driven Trading   Last year’s fourth quarter downturn started as short-term interest rates increased, which made bonds more of an investment alternative ...

Financial
Jan 2, 2019

Holding Stocks Through Potential Economic Weakness

There will always be periods of volatility in the markets, which currently are beset by nerves driven by constant discussions about potential trade tariffs, higher interest rates, and uncertainty over ...

Financial
Nov 14, 2018

Is Passive Investing Wise?

We are witnessing a massive trend towards passive investing. Ads for tech focused Exchange Traded Funds fill the financial press.   But is this wise?   Yes and no. On average, the return ...

Financial
Oct 19, 2018

Too Much Debt is Dangerous for the Stock Market

Previous Market Excesses A form of what you might call funny money is typically what drives the markets to excessively high levels.   In 1998-99, any internet related stock was driven to crazy ...

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