Insights
Is the 60/40 portfolio dead or alive?
March 11, 2024
Portfolio Managers Bill Nygren and Adam Abbas talk about the efficacy of a 60/40 portfolio and why bonds are critical to portfolio construction today....
Insights
March 11, 2024
Portfolio Managers Bill Nygren and Adam Abbas talk about the efficacy of a 60/40 portfolio and why bonds are critical to portfolio construction today....
Insights
February 16, 2024
Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?
Insights
January 22, 2024
While U.S. growth may be higher, international stocks may have a value advantage. Hear more from Portfolio Managers David Herro and Justin Hance.
Insights
January 17, 2024
Why are banks considered stronger businesses today? Learn more from Portfolio Manager Bill Nygren.
Insights
January 4, 2024
Why are international equities poised for value opportunities today? Portfolio Manager David Herro discusses reasons why, including price dispersions between value and growth stocks,...
Insights
December 31, 2023
In this two-tiered market, there’s ample opportunity to put together what we believe is an inexpensive portfolio. We continue to find companies with compelling...