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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.

January 1, 2026
2026 Infrastructure Market Outlook

We expect fiscal liquidity and dovish central bank policy in 2026 to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.

September 30, 2025
Dividend Strategy 3Q25 Update

Portfolio Manager John Baldi breaks down market and portfolio performance in the third quarter, highlighting the Strategy’s diversified positioning in a concentrated market.