Commentary: U.S. Equity Strategy
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.
Commentary: International ADR Strategy
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. Given greater uncertainty and market bumpiness in the middle part of the year, the portfolio is positioned more conservatively than in the first few months of the year.
Commentary: All Cap Growth Strategy
Our disciplined investment process focuses on high-quality growth companies with secular growth opportunities.
Commentary: International Growth ADR Strategy
Through our repeatable bottom-up process that relies on deep fundamental research, we are finding opportunities to deploy capital into businesses with franchise characteristics and durable growth drivers.
Commentary: Municipal Bond Strategies
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.
Commentary: Income and U.S. Government Bond Strategies
Investors would do well to remember that uncertainty often breeds opportunity for astute investors with a long-term, balanced focus.
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