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June 30, 2026
Dividend Strategy 2Q26 Update

John Baldi reviews second-quarter performance, discussing recent moves in semiconductor-related holdings and why diversification, dividend growth and disciplined valuation remain central to the portfolio’s outlook.

June 30, 2026
Value Strategy 2Q26 Update

Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the second quarter, recent buys and sells and how a less one-dimensional market creates opportunities for disciplined value investors.

April 7, 2026
Dividend Strategy 1Q26 Update

Portfolio Manager Mike Clarfeld breaks down portfolio performance in the first quarter, highlighting how diversification drove relative outperformance, outlining key positioning moves and sharing his outlook for dividend stocks in a volatile market.

March 31, 2026
Value Strategy 1Q26 Update

Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the first quarter, recent buys and sells and how a broadening market and stronger support for asset-sensitive sectors creates opportunities for disciplined value investors.

January 31, 2026
Value Strategy 4Q25 Update

Portfolio Manager Sam Peters discusses the drivers of portfolio performance in the fourth quarter, recent buys and sells and why positioning for many possible futures is important in a market priced for a narrow set of outcomes.

January 22, 2026
Dividend Strategy 4Q25 Update

Portfolio Manager Mike Clarfeld breaks down portfolio performance in the fourth quarter, discusses his approach to diversification in a concentrated market and gives his outlook for dividend stocks in 2026.