News & Media Archives - C.J. Lawrence // Investment Management

March 11, 2025
News & Media

Apollon Wealth Management Expands to New York with acquisition of C.J. Lawrence®

CHARLESTON, S.C.– February 26, 2025 – Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with the acquisition of C.J. Lawrence®, a boutique investment management firm with a long-standing repu...

September 9, 2024
News & Media

C.J. Lawrence’s Strategies Hit $3 Billion UIT Sales Milestone at Advisors Asset Management

Innovative portfolio approach captures long-term market trends, with flagship Bulldog Portfolio contributing $2 billion to total UIT sales. New York, NY — September 9, 2024 —C.J. Lawrence (CJL) is pleased to announce that according to the Advisors Asset Management (AAM) August 13, 2024 press rel...

August 8, 2024
CJ Lawrence , Market Commentary , News & Media , The Portfolio Strategist - Terry Gardner

The Carry Trade Recovery and Slowing Growth Ahead

In this video, C.J. Lawrence’s Portfolio Strategist Terry Gardner explores recent market activity and its potential impact on future growth....

July 29, 2024
CJ Lawrence , Market Commentary , News & Media , The Portfolio Strategist - Terry Gardner

Current Market Volatility, Capital Spending Conundrum, and Elections

In this video, Bernhard Koepp shares his perspective on the stock market based on productivity growth, potential Fed rate cuts, and forecasts for strong corporate earnings....

July 16, 2024
News & Media

Special Report: Trump Trade 2.0 on Yahoo Finance’s Opening Bid

It’s a critical time for this country and also for investors. The recent assassination attempt on former President Donald Trump has intensified focus on the 2024 presidential race. This was the topic of a recent discussion on Opening Bid between Yahoo Finance Executive Editor Brian Sozzi, CJ Lawre...

May 30, 2024
CJ Lawrence , Market Commentary , News & Media , The Trusted Navigator - Bernhard Koepp

Sell in May and go away? Not so fast…

In this video, Bernhard Koepp shares his perspective on the stock market based on productivity growth, potential Fed rate cuts, and forecasts for strong corporate earnings....

May 8, 2024
CJ Lawrence , Market Commentary , News & Media , The Portfolio Strategist - Terry Gardner

Consecutive Double Digit Earnings Growth is Bullish, Terry Gardner CJL Market Commentary 050224

In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic....

May 2, 2024
News & Media

CJ Lawrence in AAM Viewpoints — The U.S. Manufacturing Renaissance Is Taking Shape

The CJ Lawrence team was recently featured in Advisor Asset Management’s Viewpoints series, sharing how the United States has become an increasingly attractive destination for global manufacturers, fueling what many call America’s manufacturing renaissance. A few key takeaways: Factors s...

April 9, 2024
CJ Lawrence , Market Commentary , News & Media , The Trusted Navigator - Bernhard Koepp

Climbing the Wall of Worry – Are We in a Bubble Q1 2024

In this video, Bernhard Koepp gives a detailed review of the reasons behind the strong Q1 2024 performance of the US equity markets and reviews some of the investment themes followed by CJL's investment management team. ...

March 15, 2024
CJ Lawrence , Market Commentary , News & Media , The Portfolio Strategist - Terry Gardner

Lessons Learned From the Onset of the Pandemic, Terry Gardner, C.J. Lawrence Market Comment 031124

In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic....

January 9, 2024
CJ Lawrence , Market Commentary , News & Media , The Trusted Navigator - Bernhard Koepp

2023 Market Recap and Outlook, Bernhard Koepp, C.J.L. 1.3.24

In this video, Bernhard Koepp summarizes 2023 as a year of exceptional performance, but active management needed to catch up with concentrated market gains. As he looks at 2024, calling it a year of potential, he offers advice for a patient and selective approach. This is Bernhard Koepp from C.J. La...

December 15, 2023
CJ Lawrence , News & Media , The Portfolio Strategist - Terry Gardner

Turkey Dinner Deflation, Soft Landings, and Onshoring Opportunities, Terry Gardner, C.J.L.12.6.23

In this video, Terry Gardner talks about the post-Thanksgiving market, covering inflation’s impact on holiday meals, the broader economic landscape of rates, inflation, and growth, and explores promising sectors like industrials for 2024 earnings potential. Hi everyone, it’...

September 22, 2023
News & Media

Investing in Innovation: A Conversation with Terry Gardner

In a recent interview with Jason Raznick, CEO of Benzinga on the Raz Report podcast, Terry Gardner, Investment Manager and Portfolio Strategist at CJ Lawrence, shared valuable insights about innovation-focused investing. Their wide-ranging discussion touched on various market-related topics, includi...

June 21, 2023
CJ Lawrence , News & Media , The Portfolio Strategist - Terry Gardner

Product Cycles Often Trump Market Cycles… C.J. Lawrence – Market Commentary – 6/13/23

Hi. Good afternoon, everyone. It’s Terry Gardner from CJ Lawrence on the 13th of June, Tuesday, coming to you from sunny Midtown Manhattan. There are three points to our call today: First, we want to take a look at product cycle versus market cycle; secondly, we want to talk about how th...

June 1, 2023
Blog , News & Media

C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q4 2022

June 1, 2023, 09:10 AM Eastern Daylight Time Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies New York, NY, June 1, 2023 — C.J. Lawrence announced today it has been named to the celebrated PSN Top Guns L...

December 16, 2022
Blog , News & Media

C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q3 2022

December 16, 2022 09:10 AM Eastern Daylight Time Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies NEW YORK, NY—December 16, 2022— C.J. Lawrence announced today it has been named to the celebrated PSN Top Gu...

September 6, 2022
Blog , News & Media

C.J. Lawrence® Named to PSN Top Guns List of Best Performing Strategies for Q2 2022

September 6, 2022 09:08 AM Eastern Daylight Time Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies NEW YORK, NY—September 6, 2022— C.J. Lawrenceannounced today it has been named to the celebrated PSN Top Guns ...

April 5, 2022
Blog , News & Media

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence, Achieving Top Guns status Within Zephyr’s PSN Manager Database for 4Q 2021

March 28, 2022 09:30 AM Eastern Daylight Time NEW YORK–(BUSINESS WIRE)–C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. C.J. Lawrence’s Bull Dog Equit...

December 16, 2021
Blog , News & Media

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence

December 16, 2021 06:00 AM Eastern Standard Time NEW YORK–(BUSINESS WIRE)–C.J. Lawrence has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. C.J. Lawrence was honored wit...

October 31, 2021
COVID-19 , Investments , News & Media

Comment le secteur de la gestion d’actifs réagit-il pour faire du Coronavirus une force ?

SOURCE: FORBES.COM Bernhard Koepp est un homme d’affaires germano-américain d’envergure internationale. Il a notamment travaillé à la Deutsche Bank à Londres et à New York ou il a co-géré les portefeuilles DB Top 50 US Fund et DB Bulldog. Au bureau du DPI de la division de la banque priv�...

February 23, 2021
Blog , News & Media , The Trusted Navigator - Bernhard Koepp

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence

C.J. Lawrence® a leading investment advisor, has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. C.J. Lawrence was honored with a 4-Star Top Gun rating for its CJL Balanced –...

December 4, 2020
Blog , News & Media

C.J. Lawrence Awarded Top Guns Designation by Informa Financial Intelligence

May 20, 2020
Blog , News & Media

C.J. Lawrence’s Bulldog Portfolio Sponsored by Advisors Asset Management Surpasses $1 Billion in Sales

C.J. Lawrence® a leading investment advisor, in partnership with Advisors Asset Management (AAM), announced today that its Bulldog Portfolio exceeded $1 billion in cumulative sales. NEW YORK, N.Y. (PRWEB) MAY 20, 2020 – VIEW THE OFFICIAL RELEASE C.J. Lawrence serves as the portfolio consulta...

April 28, 2020
Blog , News & Media

N.Y. Investment Management Firm Launches COVID-19 Campaign to Support Long Islanders

C.J. Lawrence Partners with Island Harvest and Others to Help Assist Populations in Need LONG ISLAND, N.Y. (PRWEB) APRIL 28, 2020 As New Yorkers hunker down in a State of Emergency, many wonder what else they can be doing to help during the Global Pandemic brought on by COVID-19. To respond to the ...

April 6, 2020
Blog , News & Media , The Portfolio Strategist - Terry Gardner

Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi – April 6, 2020

Futures jump on hopes coronavirus spread may be stabilizing https://finance.yahoo.com/video/futures-jump-hopes-coronavirus-spread-133055157.html Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi to discuss how the coronavirus is impacting m...

September 5, 2019
News & Media

C.J. Lawrence Named Top Guns Manager by Informa Investment Solutions

C.J. Lawrence, an investment management boutique based in New York City, announced today, that its CJL Balanced Strategy has been recognized with multiple Top Gun ratings by Informa Investment Solutions’ PSN manager ranking database for 2Q-2019. The CJL Balanced Strategy, which combines C.J. La...

December 16, 2018
News & Media

C.J. Lawrence Named Top Guns Manager and Mentioned in Benzinga

C.J. Lawrence Named Top Guns Manager by Informa Investment Solutions Article Link: https://www.benzinga.com/pressreleases/18/12/r12856135/c-j-lawrence-named-top-guns-manager-by-informa-investment-solutions C.J. Lawrence, an investment management boutique based in New York City, today announced tha...

November 22, 2018
News & Media

C.J. Lawrence Recognizes Leadership Team for Significant Charitable Contributions

FOR IMMEDIATE RELEASE C.J. Lawrence Recognizes Leadership Team for Significant Charitable Contributions Managing partners Bernhard Koepp, Terry Gardner are acknowledged for their dedicated advocacy of The Opera Foundation, Marine Toys for Tots Foundation and Becker/Gambles Music Fund, respectively. ...

November 12, 2018
News & Media

C.J. Lawrence’s Terry Gardner Quoted in Yahoo Finance – November 12, 2018

3 Signs Bears Are Poised to Devour the Stock Market Bulls by Brian Sozzi, Editor-at-Large, Yahoo Finance Article Link: https://finance.yahoo.com/news/3-signs-bears-poised-devour-stock-market-bulls-193501594.html One really shouldn’t be shocked by Monday’s bruising market sell-off, provided the...

October 25, 2018
News & Media

C.J. Lawrence CEO Ranks Global Digital Transformation as Most Significant Growth Opportunity for Large Cap Investors

FOR IMMEDIATE RELEASE C.J. Lawrence CEO Ranks Global Digital Transformation as Most Significant Growth Opportunity for Large Cap Investors CEO Bernhard Koepp presented his ‘Bulldog’ philosophy and findings at the 2018 Advisors Asset Management Summit in Chicago October 19, 2018 (NEW YORK, N.Y.) ...

June 26, 2018
News & Media

C.J. Lawrence Recognized as Top Guns Manager by Informa Investment Solutions, PSN

For Immediate Release: NEW YORK, June 26, 2018 C.J. Lawrence today announced that its CJL Balanced product which combines CJL’s Bulldog-equity strategy with an allocation into fixed income, has been recognized with Top Gun status by Informa Investment Solutions’ PSN manager ranking database ...

June 25, 2018
News & Media

C.J. Lawrence’s Terry Gardner Quoted in TheStreet – June 25, 2018

C.J. Lawrence’s Terry Gardner Quoted in TheStreet was asked to provide his insights on the industrial sector – June 25, 2018 Harley Davidson’s Woes May Not Affect All Industrials Amid Strong U.S. Economy by John Pickering Rough day for Harley. Harley Davidson (HOG) shares fell as m...

January 12, 2018
Blog , News & Media

Upcoming Webinar – C.J. Lawrence Portfolio Strategy & Outlook 2018

On Tuesday, January 23 at 12:00 PM EST, C.J. Lawrence will host a live 60-minute webinar with C.J. Lawrence’s senior partners and portfolio management team – Bernhard Koepp, Terry Gardner, Jr., – to discuss the latest market outlook and investment thesis for 2018. This webinar will set the...

January 8, 2018
News & Media

Why Fund-Flow Stats Aren’t the Indicator They Used to Be

C.J. Lawrence’s Portfolio Strategist and Investment Manager Terry Gardner on how fund-flow data is still used. Ву Simon Constable | January 7, 2018 10:03 p.m. ET Whether the traditional fund-flow data will be of any use in calling a market top this time is an open question. РНОТО: ISTOCKPHO...

October 19, 2017
News & Media , The Trusted Navigator - Bernhard Koepp

C.J. Lawrence Makes Donation to Aid Neediest Victims of Hurricane Maria in Puerto Rico

The devastation in Puerto Rico in the aftermath of hurricane Maria has touched all of us here at C.J. Lawrence. C.J. Lawrence has a 25-year history advising private clients and institutions on the island of Puerto Rico. In these times of need, C.J. Lawrence stands with the people of Puerto Rico ...

October 19, 2017
News & Media , The Trusted Navigator - Bernhard Koepp

C.J. Lawrence UIT Products Surpass $1 Billion in Sales at Advisors Asset Management

Advisors Asset Management (AAM) announced on September 7th that it exceeded $1 billion in sales in unit investment trusts (UITs) where C.J. Lawrence (CJL) serves as the portfolio consultant. CJL is a New York-based investment management firm providing customized portfolios to individuals, families ...

December 14, 2016
News & Media

Goldman Sachs: MVP of a Dow 20000

Terry Gardner advises people to hold off investing in banks, despite the Wall Street bank’s stock rocketing since the election. Ву John Carney | Dec. 14, 2016 5:30 a.m. ЕТ Goldman shares are up 31% since Election Day, rising to within striking distance of their all-time closing high of $247....

July 12, 2016
News & Media

The Stock Market’s New High: A Record About Nothing

On the Wall Street Journal’s Moneybeat, Terry Gardner warns Wall Street getting excited about the S&P 500, pointing out the imbalance of the current US stock market. By Paul Vigna / Jul 12, 2016 10:43 am ET Wall Street’s getting giddy again, with the S&P 500 yesterday, and the Dow to...

February 16, 2016
News & Media , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Recognized as Top Guns Manager by Informa Investment Solutions

C.J. Lawrence today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN manager database in 4Q 2015. CJL Balanced was named a Top Gun across all six star categories, and CJL Bulldog Equity was named a Top Gun in the 1-Star Category. Utilizing a propr...

October 13, 2015
News & Media

Why There’s No Better Time to Buy Commodities

Terry Gardner expresses skepticism on commodity investing for individual investors in US News article. By Simon Constable Oct. 13, 2015 | 9:48 a.m. EDT+ More Commodities haven’t just had a rough year. It’s been more like a rough half-decade, in which prices of raw materials and foodstuf...

September 10, 2015
News & Media

C.J. Lawrence Re-established as Independent Investment Management Firm

Experienced Executive Team Leads Rebirth NEW YORK (Sept. 10, 2015) C.J. Lawrence, a legendary Wall Street firm dating back to 1864 and acquired by Morgan Grenfell Group in 1986, which in turn was acquired by Deutsche Bank A.G., has been re-established as a registered investment advisor by a manageme...

March 24, 2015
News & Media

AAM Partners with Cyrus J. Lawrence

Firm will Continue to Receive High-Quality Consultancy Services for American Renaissance & European Select Portfolio UITs MONUMENT, COLO.—March 24, 2015—Advisors Asset Management (AAM) has signed an agreement with Cyrus J. Lawrence LLC (CJL), which constitutes the former investment managem...

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