Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Focused strategies that emphasize growth and reflect our highest convictions
Dividend-oriented strategies geared to providing high and growing income streams
Risk-aware strategies that seek consistency with an emphasis on downside protection
Environmental, Social and Governance factors guide strategies to make an impact
Evan Bauman and Richie Freeman discuss catalysts driving a rebound in health care, media and energy.
Banks that can attract and retain low-cost deposits may separate themselves from the pack and outperform.
2Q18 Commentary: Trade and geopolitical risks overshadowed encouraging economic and earnings trends that benefited growth stocks.
2Q18 Commentary: Increasing awareness of plastic waste among companies and public entities can help contribute to long-term solutions.
PMs Albert Grosman and Sam Peters discuss the outlook for value investing as rates rise and its potential when the current growth cycle ends.