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
3Q21 Commentary: The future for equities and the economy may not be as gloomy as peak monetary policy suggests.
Large Cap Growth 3Q21: We are sizing our mega cap growth positions in relation to valuations and growth rates.
Large Cap Value 3Q21: Inflation effects are playing out uniquely across sectors.
International Growth EAFE 3Q21: The growth stock comeback has been erratic, impacted by volatile yields and cyclical strength.
Dividend Strategy 3Q21: Our positioning for higher rates was rewarded in the third quarter.
Portfolio Managers Evan Bauman and Aram Green highlight portfolio construction and positioning changes for the strategies.