News
Eliminating Ego and Finding Value: Alex Fitch on “A.U.M. by FinChat” podcast (05.06.25)
Director of U.S. Research and portfolio manager Alex Fitch discusses the complexities of investing, the importance of balancing ego and clear thinking, and the...
May 6, 2025
U.S. Large Value Strategy
March 31, 2025
U.S. Equity Strategy - U.S. equities finished lower during the quarter despite 7 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary detracted, while health care and financials contributed...
Global Strategy
March 31, 2025
Global Strategy - Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary generated almost all of the negative momentum, while...
International Equity Strategy
March 31, 2025
International Equity Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and industrials contributed the most to market returns, while information technology...