Separately Managed Accounts Commentary

Commentary: All Cap Growth Strategy

We believe our portfolio represents a collection of high-quality businesses that can survive the current global disruption and emerge on the other side well positioned to compete and grow.

1st Quarter 2020

      Commentary: International ADR Strategy

      In the first quarter, we raised cash in January and then gradually upgraded the portfolio over the remainder of the quarter by buying or swapping into higher-quality international companies trading at attractive valuations due to the COVID-19 crisis.

      1st Quarter 2020

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