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Portfolio Manager Commentary

 

by Robert Cagliola, CFA and Robert Hahn, CFA, on May 29, 2024

Market Commentary Leo Tolstoy once wrote, “The two most powerful warriors are patience and time” in his famous novel War and Peace. In this quote, the author reminds us that …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 24, 2024

Market Commentary Leo Tolstoy once wrote, “The two most powerful warriors are patience and time” in his famous novel War and Peace. In this quote, the author reminds us that …

Read Story
Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 23, 2024

Market Commentary Sir Isaac Newton once said, “What goes up must come down.” Thankfully for the markets this appears to apply to 10-Year Treasury rates as well. The market began …

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Topics:Covered Call CommentsIncome and Growth Comments

by Brian G. McCoy, CFA, on April 15, 2024

Performance Attribution The first quarter of 2024 extended equity market gains as the U.S. major indices posted positive returns. As the quarter began, investors seemed to anticipate a moderately expanding …

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Topics:Small Companies Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 02, 2024

Market Commentary Sir Isaac Newton once said “What goes up must come down.” Thankfully for the markets this appears to apply to 10-Year Treasury rates as well. The market began …

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Topics:Covered Call CommentsIncome and Growth Comments

by Brian G. McCoy, CFA, on November 01, 2023

Performance Attribution After two consecutive quarters of solid returns, markets retreated modestly in the latest three-month period as inflation and higher interest rates reset investor perceptions around stock and bond …

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Topics:Small Companies Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 18, 2023

Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 18, 2023

Market Commentary Following a weak month of September, the adage “Red sky at night, sailor’s delight. Red sky in morning, sailor’s warning” comes to mind. For investors, the question is …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 26, 2023

Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …

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Topics:Covered Call CommentsIncome and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 26, 2023

Market Commentary “The reports of my death are greatly exaggerated” is a famous quote attributed to Mark Twain following inaccurate rumors of his death. After a 7.5% bounce in Q1, …

Read Story
Topics:Covered Call CommentsIncome and Growth Comments

Connors Portfolio Manager Commentary

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