Insights
Why the case for value investing remains strong
July 23, 2026
For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....
Insights
July 23, 2026
For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....
Insights
June 30, 2026
In the span of just one quarter, the market has asked investors to believe two opposing narratives. Ninety days ago, the story was one...
Insights
May 12, 2026
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
Insights
May 12, 2026
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
Insights
March 31, 2026
A quarter of extraordinary headlines—seen through a disciplined valuation lens. How we separate noise from cash flows, and price “normal” in markets that feel...
Insights
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...