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
CIO Scott Glasser joins Jeff Schulze to assess the current state of equity markets and the economy.
An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.
Sustainability Leaders 2Q21: New health care positions move the portfolio from underweight to overweight.
Mid Cap Growth 2Q21: Performance was supported by diversified contributions, with particular strength in health care.
Aggressive Growth 2Q21: Providing more structure around portfolio construction should help better identify new growth opportunities.