Mutual Funds Commentary

Commentary: Value Fund

We believe that a portfolio consisting of Basic Vaue, Consistent Earners and Emerging Franchise investments can provide the opportunity to outperform in most market environments.

3rd Quarter 2019

      Commentary: Better World International Fund

      International Equities (MSCI ACWI ex-USA Index) posted their first quarterly loss of the year, as global macro uncertainties remain and economic indicators show expectations of a further slowdown in the global economy.

      3rd Quarter 2019

          Commentary: Long/Short Equity Fund

          We believe our combination of fundamental individual security work, paired with our qualitative and quantitative approach to risk management, create the opportunity for strong risk-adjusted returns over the long term.

          3rd Quarter 2019

              Commentary: Developing World Fund

              We will maintain disciplined portfolio balance while continuing to take advantage of price dislocations caused by broad market volatility or the failure of other market participants to recognize the prospects of an individual stock.

              3rd Quarter 2019

                  Commentary: International Growth Fund

                  Our process focuses on high-quality growth companies with secular-growth opportunities that can sustainably compound value over the long term through idiosyncratic factors, such as expanding market share, deepening economic moats, superior technology and best-in-class execution.

                  3rd Quarter 2019

                      Commentary: Strategic Income Fund

                      We advise investors to avoid positioning their portfolios in a way that depends upon a single economic outcome in order to be successful. That’s easier said than done, of course.

                      3rd Quarter 2019

                          Commentary: Municipal Bond Funds

                          Monetary policy has been the elixir to solve all problems. But it has also created a host of others. As yields continue to fall, investors have had to move down in credit quality and longer in duration to reach income goals.

                          3rd Quarter 2019

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