Mutual Funds Commentary

Commentary: Global Opportunities Fund
We believe the Global Opportunities Fund's businesses will benefit as the world adjusts to an improving economic backdrop, and that most of the businesses owned have emerged from the 2020 economic valley with their competitive positions intact or improved.

4th 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.

      4th 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: 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: 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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