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
4Q17 Commentary: Several sectors targeted by the portfolio remain undervalued compared to the market.
Scott Glasser, Charles Harris and Jeffrey Schulze discuss opportunities and risks heading into the new year.
Strong fundamentals and attractive valuations position MLP equities for good returns in 2018.
Companies create impact through the products and services they offer and a commitment to ESG best practices.