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 Experienced Active Management

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Latest Insights

AOR Update: Data Dearth and the Dashboard
While the government shutdown has halted most economic data releases, our analysis of private data sources suggests a continuation of recent trends and a stable green signal for the Recession Risk Dashboard.
Diversifying to Lower Downside Risk
Dividend Strategy 3Q25: Amid complacency in the face of historically high valuations, we continue to emphasize companies committed to meaningful dividend growth trading at more modest valuations.