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
EV sales forecasts are being revised higher and increased vehicle types are expanding the auto supply chain.
Michael Clarfeld and Stephen Rigo discuss the significance of recent strong dividend growth and the outlook for banks.
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.