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: 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

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