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Article: Resurgence in Value Stocks Signals Long-Term Opportunities
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With the rotation toward value supported by sustainable catalysts, now is a good time to consider rebalancing portfolios.

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Tips for Winning the NFL Draft and Small Cap Investing

April 23, 2024
Not all college stars successfully transition to the pros, just like not all small companies grow. How should NFL teams and small cap managers approach their selections to increase the odds of winning?

Excess capital yield: A better framework for value investing

April 18, 2024
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

Small but Mighty

March 7, 2024
The remarkable growth of the Mag 7 stocks has captured the market’s attention, but investors may be overlooking the highest-growth companies.
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