News
Bill Nygren on “The World According to Boyar” podcast (11.05.25)
CIO-U.S. and Portfolio Manager Bill Nygren discusses how value investing has shifted to include intangible assets and qualitative analysis, offering his thoughts on adapting...
November 5, 2025














U.S. Large Value Strategy
September 30, 2025
U.S. Equity Strategy - U.S. equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. Information technology drove the majority of positive market momentum, followed by communication services. Consumer...
Global Strategy
September 30, 2025
Global Strategy - Global equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market returns while consumer staples...
International Equity Strategy
September 30, 2025
International Equity Strategy - International equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. By sector, financial and industrials contributed the most to market returns while consumer staples...