Insights
It’s not meant to be exciting
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...
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...
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...
Insights
October 15, 2025
Today’s S&P 500 is increasingly concentrated. Robert Bierig highlights how the Russell 1000 Value offers diversification—and why value stocks may be a compelling option...
Insights
October 14, 2025
Justin Hance, Director of International Research and Portfolio Manager, shares why we believe international equities remain attractive for long term investors, and where we...
Insights
September 30, 2025
For quite some time, our client conversations, as well as our quarterly letters, have thoroughly discussed the composition and valuation of the S&P 500....
Insights
July 15, 2025
Bill Nygren, CIO–U.S. and Portfolio Manager, shares our approach to handling macro shocks and taking advantage of market disruptions.