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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.

September 30, 2025
Value Strategy 3Q25 Update

Portfolio Manager Sam Peters discusses market drivers in the third quarter and how disciplined valuation and selective positioning shaped Strategy performance amid a concentrated market rally.

July 24, 2025
Dividend Strategy 2Q25 Update

Portfolio Manager Mike Clarfeld discusses market and portfolio performance in the second quarter, outlines the Strategy’s positioning and gives his outlook for the rest of 2025.

April 30, 2025
Value Strategy 1Q25 Update

Portfolio Manager Sam Peters describes the challenge of navigating uncertain government policy, recent performance and portfolio positioning.