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
PM Margaret Vitrano discusses how the market drawdown has created opportunities to upgrade the portfolio.
PM Mike Clarfeld discusses recent performance drivers and the resilience of the portfolio's dividends.
PM Aram Green discusses portfolio positioning and risk management in response to the coronavirus outbreak.
Senior Portfolio Manager Nick Langley discusses current market conditions and what they mean for investors.