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
PMs Richie Freeman and Evan Bauman gauge the market cycle and what volatility means for a change in leadership.
Co-CIO Scott Glasser discusses market catalysts for 2019 and how liquidity could be the biggest risk for stocks.
PM Michael Kagan discusses how an active portfolio can thrive amidst volatility and opportunities ahead in 2019.
A solid economy, strong revenue growth and share buybacks should boost equities heading into 2019.
Michael Clarfeld and Stephen Rigo discuss the significance of recent strong dividend growth and the outlook for banks.