Insights
Navigating market highs and avoiding equity value gaps
Portfolio Manager Bill Nygren shares how to navigate the current market environment as a value investor.
May 2, 2024
Insights
May 2, 2024
Portfolio Manager Bill Nygren shares how to navigate the current market environment as a value investor.
Insights
May 1, 2024
Portfolio Manager David Herro shares why a company’s home country doesn’t sway the search for quality companies at low prices.
News
April 25, 2024
Portfolio Manager Bill Nygren discussed why the unusually large spread in P/E multiples has created opportunities for value investors during a CNBC “Squawk on...
News
April 16, 2024
Portfolio Manager Bill Nygren talked about why he finds attractive opportunities in the energy and financials sectors during a CNBC “Closing Bell: Overtime” interview.
News
April 12, 2024
Portfolio Manager Adam Abbas appeared on Reuters TV to discuss the latest inflation readings and the impact they could have on the fixed income...
News
April 10, 2024
Portfolio Manager Alex Fitch discusses new portfolio additions to highlight opportunities in today’s market during a CNBC “Money Movers” interview.
Insights
March 31, 2024
The new year has gotten off to a strong start. The S&P 500 Index, the index frequently used to gauge the health of the...
News
March 20, 2024
Portfolio Manager Adam Abbas appeared on Yahoo! Finance to talk about the Federal Reserve’s latest meeting regarding interest rates as well as volatility in...
News
March 20, 2024
Portfolio Manager Alex Fitch shares the importance of mid-cycle earnings when valuing a business during an interview on “The JRo Show.”
U.S. Large Value Strategy
March 31, 2024
U.S. Equity Strategy - U.S. equities showed strength throughout the first quarter of 2024, aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate cuts from the U.S. Federal Reserve...
Global Strategy
March 31, 2024
Global Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate...
International Equity Strategy
March 31, 2024
International Equity Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for...