Separately Managed Accounts Commentary

Commentary: International ADR Strategy

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 ADR Strategy

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: Income and U.S. Government Bond Strategies

We have strong conviction within select areas of the fixed income market, particularly within the consumer space.

2nd Quarter 2021

Commentary: Municipal Bond Strategies

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

Commentary: Emerging Markets ADR Strategy

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: U.S. Equity Strategy

As the market recovery matures and moves into mid-cycle, we believe a more balanced market environment will benefit higher quality stocks.

2nd Quarter 2021

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