Blog
Guidance on No Forward Guidance – Takeaways From Kevin Warsh’s Jackson Hole Speech
In our June 30 Market Update, we spent time reviewing the first 45 days of Kevin Warsh’s term as Fed...
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Q2 2026 Market Commentary — New Fed Chair, Old Problems
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental...
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Fundamental Equity Positioning in 2026 — Why We Aren’t Chasing The Semiconductor Boom
We can’t ignore AI. We mean that literally… You cannot ignore AI because it is everywhere. AI firms have grown...
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Mid-Quarter Market Update – May 2026
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental...
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How To Build A Solid Dividend Portfolio
We’ve all heard that famous stat, that dividends are responsible for something like 32% of the S&P 500’s total return1....
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Q1 2026 Market Commentary — It Will Take Time To Tell
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental...
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2026 – What Valuations Are Saying Today
The first month of 2026 demonstrated one clear thing – valuations still matter. As a fundamental manager, we’re often asked,...
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The Market Extract: Episode 3 — Greenland, Market Volatility, Bond Sell Off, GDP & Fed Policy
Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental...
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