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November 30, 2025
Large Cap Growth Monthly Update

Large Cap Growth November 2025: Technology stocks led a growth selloff in a month that saw sentiment turn decidedly negative over the near-term payoff from AI spending as well as future funding concerns.

November 30, 2025
Emerging Markets Monthly Update

November 2025: Brazil was a primary driver of performance and positioning in a month marked by AI headwinds in Asian markets.

November 12, 2025
Power Shift: Investing in the Grid of the Future

Portfolio Manager Shane Hurst discusses the main themes driving secular growth for listed infrastructure: decarbonization, network investment, AI and data growth, favorable public policy and attractive valuations versus unlisted infrastructure.

October 31, 2025
Emerging Markets Monthly Update

Emerging Markets October 2025 Commentary: The Strategy’s technology exposure in Asia drove outperformance in a month where AI momentum continued to support emerging markets.

October 28, 2025
Large Cap Growth Strategy 4Q25 Update

Portfolio Manager Margaret Vitrano recaps Strategy performance and positioning since Liberation Day, highlighting active moves to improve relative results.

October 1, 2025
Gen AI Buildouts Spur Tech Infrastructure Boom

Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.

September 30, 2025
Leaning on Financials Amid Cyclical Leadership

International Growth ADR 3Q25:We meaningfully repositioned our bank exposure, adding three new positions while closing out of two others, highlighting an energetic period of activity.

September 30, 2025
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.

September 30, 2025
Finding Disciplined Gains Amid Speculation

Small Cap 3Q25: The dominance of speculative winners and the narrowness of leadership made it difficult for fundamental strategies to keep pace.

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