Press Release: New Fund Targets Large, Late-Stage Venture-Backed “Unicorns”

APPLETON, Wisc., Oct. 18, 2017 /PRNewswire/ -- Endowment Wealth Management, Inc. has announced the launch of its EWM Unicorn Technology Fund. The private fund is seeking to raise up to $25 million to capitalize on what its management team sees as opportunities in the secondary market for private, late-stage venture capital technology companies. Such firms are often referred to as unicorns due to their rarity and size. The Fund manager will seek to build a diversified portfolio of companies ...

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EWM Weekly Capital Market Highlights for Week Ended 10/13/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: Domestic equities were mostly flat on the week, and were outpaced by European and Japanese stocks. Treasury yields declined, but remain near their three-month high. The US Dollar ended the week lower against a basket of major trade partners’ currencies while the euro appreciated on news of Catalonia’s willingness to negotiate with Spain rather than seeking immediate independence. Commodities were higher for the week, led by precious metals and ...

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Endowment Index® Posts Gain For Week Ended 10/13/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) posted another weekly gain closing at 1234.61 , rising from last Friday’s close of 1224.69. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensio...

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EWM Macro View-September 2017

Domestic equity markets continued their move higher in September, with the major US indices closing the month at or near record-level territory. The S&P 500 and NASDAQ Composite both ended the month at record levels. In a familiar theme throughout 2017, investors once again filtered out much of the noise and largely discounted concerns that would typically have a negative impact on markets. Several of these anxieties include geopolitical headlines from North Korea, a more hawkish Federal Res...

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EWM Weekly Capital Market Highlights for Week Ended 10/06/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: Among equities, large caps under-performed small caps; growth stocks trailed value stocks; domestic stocks outperformed international stocks; and emerging markets led developed markets. Treasury yields continued to climb. The yield on the 10-Year Treasury Note is approaching 2.4%, within striking distance from the 2.45% level at the beginning of the year. Commodity indices fell. Both crude oil and gold prices fell in light of the stronger dollar. T...

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Endowment Index® Posts Gain For Week Ended 10/6/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) posted another weekly gain closing at 1224.69 , rising from last Friday’s close of 1,215.48. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensi...

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Press Release: Endowment Index® Rides Equity Bull Markets to New Heights in 3rd Quarter

APPLETON, Wis., Oct. 6, 2017 /PRNewswire/ -- The Endowment Index®calculated by Nasdaq OMX® (symbol ENDOW) closed at an all-time high of 1,215.48 to end the third quarter of 2017, an increase of +4.07% on a total return basis over its 2Q closing price. Comparatively, the S&P 500 gained 4.48% during the same period. The Endowment Index® has gained +13.37% in 2017, vs. 14.24% for the S&P 500.  Read full release. For more information on the Endowment Index, including fact sheets, dat...

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EWM Weekly Capital Market Highlights for Week Ended 9/29/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: During the week, small cap equities outperformed large caps; value stocks led growth stocks; international stocks finished in negative territory after another strong month, and domestic stocks remained positive; and emerging markets under-performed developed markets, continuing their decline. Treasury yields were modestly higher. The yield on the 10-year Treasury Note rose slightly during the week, ending roughly around 2.3%. Commodity indices were mi...

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Endowment Index® Posts Gain for week ended 9/29/2017; + 4.07% in 3Q; +13.37% YTD in ’17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) ended today at 1215.48, rising from last Friday’s close of 1,214.15.  The close of trading today marks the end of the 3rd quarter.  On a preliminary basis, the Index spurted +4.07% during the 3rd quarter, and gained+13.37% YTD over the 1,072.11 close on 12/31/2016.  A more detailed report will be provided in an upcoming press release and quarterly fact sheet to be posted at www.EndowmentIndex.com, where you can sign ...

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EWM Weekly Capital Market Highlights for Week Ended 9/22/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: Among equities, US small caps had a very strong week, up more than 1%. US and European large caps were modestly positive on the week. Emerging markets equities, led by China, continued their year-long rally as well. US fixed income indexes were slightly lower on the week. US real estate investment trusts (REITs) were down more than 1.5% and gold was down more than 2.2% on the week. Treasury yields generally higher. Short- and intermediate-term Treasury y...

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