Mutual Funds Commentary

Commentary: Small/Mid Cap Core Fund
We appear to be shifting away from early cycle behavior with peaking economic conditions to more mid-cycle behavior. During these periods, higher-quality stocks tend to perform relatively better, which would favor our general philosophy and current positioning of targeting higher-quality core and reasonably valued growth stocks.

3rd Quarter 2021

      Commentary: Developing World Fund
      While China dominated recent news headlines, it’s important to keep in mind that emerging markets are diverse and comprised of more than two dozen countries, each with their own currencies, central banks and unique political systems.

      3rd Quarter 2021

          Commentary: Global Opportunities Fund
          As the Covid-19 pandemic wanes, we believe people around the world will continue to buy goods and services and trade with each other, though there will be lasting differences from prior norms. We believe the Global Opportunities Fund's businesses will benefit as the world adjusts to an improving economic backdrop and continued stimulus.

          3rd Quarter 2021

              Commentary: Small/Mid Cap Growth Fund
              We appear to be shifting away from early cycle behavior with peaking economic conditions to more midcycle behavior. During these periods, higher quality stocks tend to perform relatively better, which would favor our general philosophy and current positioning of targeting higher quality growth stocks.

              3rd Quarter 2021

                  Commentary: Better World International Fund
                  As bottom-up international stock pickers with a 23-year history, we know that market volatility always brings with it attractive businesses that are oversold and mispriced, and therefore opportunity in the months to come.

                  3rd Quarter 2021

                      Commentary: International Equity Fund
                      As bottom-up international stock pickers with a 23-year history, we know that market volatility always brings with it attractive businesses that are oversold and mispriced, and therefore opportunity in the months to come.

                      3rd Quarter 2021

                          Commentary: International Growth Fund
                          While higher rates can compress valuations of longer duration growth stocks, our process emphasizes paying a fair price for exceptional companies. No one can consistently call a bottom in more volatile markets, but we are confident that the companies in our portfolio have a bright future ahead.

                          3rd Quarter 2021

                              Commentary: Municipal Bond Funds
                              Municipal credit has experienced a renaissance after showing incredible resiliency during the pandemic. Issuers have recovered faster than expected and are in the best financial position since 2007. Municipalities are flush with cash, and struggling to spend Federal aid but few seem interested addressing long-term issues.

                              3rd Quarter 2021

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