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 Brian Lund discusses the Small Cap Strategy's valuation process & today's market.
Analyst Dimitry Dayen explains recent oil price volatility, the changing nature of the supply side and what is separating successful energy stocks.
Low valuations and fundamental catalysts are aligning for a powerful recovery in laggards of the past cycle.
Firm recognized for seventh straight year, with employees citing teamwork, inclusion and advancement opportunities as strengths.