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
3Q18 Commentary: Share buybacks and a potentially weaker dollar should boost stocks into year end.
3Q18 Commentary: Economic strength provided ample support for the robust earnings small growth companies continue to produce.
3Q18 Commentary: Valuing the economics of water may be the biggest driver to conserving water.
Michael Clarfeld and Stephen Rigo discuss the significance of recent strong dividend growth and the outlook for banks.