Large-cap stocks have outperformed small-caps for more than a decade. At this point in the cycle, we believe small-cap valuations…
The final distribution amounts may change substantially due to a variety of issues such as shareholder contributions/withdrawals, recognition of capital…
In the years following the Covid-19 pandemic, the macroeconomic events shaping markets have been truly historic. First, a wave of…
One year. Five years. Ten years. Twenty years. Since inception. Across all these time periods as of September 30, 2023,…
Click here to register and view the replay. Participants: Ken Applegate, CFA, CMT, Portfolio Manager Scott Thomas, CFA, Portfolio Manager…
Click here to register and view the replay. Participants: Jim Larkins, Portfolio Manager Paul Lambert, Portfolio Manager Dustin McCarty, Director,…
The third quarter of 2023 was negative for stocks as investors fretted over persistent inflation, higher-for-longer interest rates, the threat…
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