2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and Industrial stocks.

“Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Investing in companies that can grow their earnings at above-average rates is particularly important in today’s slow-growth economy. We explore the case for growth stocks in our new post, “Go For Growth” Still a Sound Strategy in Today’s Market.