Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Focused strategies that emphasize growth and reflect our highest convictions
Dividend-oriented strategies geared to providing high and growing income streams
Risk-aware strategies that seek consistency with an emphasis on downside protection
Environmental, Social and Governance factors guide strategies to make an impact
1Q21 Commentary: We believe any inflation scare will be short lived, making stimulus efforts supportive of equities.
Select Strategy 1Q21: We used recent volatility to establish new positions in attractively valued disruptors and stocks indexed to reopening.
International Growth ADR 1Q21: We reoriented the portfolio for a more cyclical market and saw good results in these areas.
Dividend Strategy 1Q21: Robust sales and earnings growth should lay the foundation for solid dividend increases.
A growing middle-age population in the next two decades should support equity markets as millennials enter peak investment years.
Small Cap Growth 1Q21: We established seven new positions, largely financed through trims of existing holdings whose market values have risen meaningfully.