Insights
Why we’re buying software today
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
February 13, 2026
Insights
February 13, 2026
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
News
January 27, 2026
David Herro, Co-CIO International Equities and Portfolio Manager joined CNBC "Fast Money" to talk about international investing opportunities.
Insights
December 31, 2025
As 2025 comes to a close, we are again reminded of how unexcitable the U.S. stock market can be, even during what felt like...
News
December 24, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk on the Street” to recap 2025 and discuss the outlook for U.S. equities.
Insights
December 4, 2025
The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce...
News
November 21, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss top value stocks and the outlook for today's markets.
News
November 5, 2025
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...
News
October 23, 2025
Co-CIO-International Equities and Portfolio Manager Tony Coniaris joined CNBC’s “Squawk on the Street” to discuss international equities, global markets and more.
News
October 21, 2025
Co-CIO-International Equities and Portfolio Manager David Herro joined Bloomberg Open Interest to discuss value investing, market mania, investing fundamentals and more.
U.S. Large Value Strategy
December 31, 2025
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Health care and communication services contributed the most to market returns while real estate...
Global Strategy
December 31, 2025
Global Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, health care and financials contributed the most to market performance while real estate...
International Equity Strategy
December 31, 2025
International Equity Strategy - International equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, financials and health care contributed the most to market performance while communication...