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Portfolio Manager Commentary

 

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 30, 2025

Market Commentary Because It’s There In 1923, when asked why he was attempting to reach the summit of Mount Everest, well-renowned mountain climber George Mallory replied, “Because It’s There.” This …

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Topics:Covered Call Comments

by Brian G. McCoy, CFA, on October 28, 2025

Performance Attribution The third quarter of 2025 delivered a continuation of solid returns for US equity markets, with broad-based gains across all major indices despite ongoing economic uncertainties. From an …

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Topics:Small Companies Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on October 28, 2025

Market Commentary Because It’s There In 1923, when asked why he was attempting to reach the summit of Mount Everest, well-renowned mountain climber George Mallory replied, “Because It’s There.” This …

Read Story
Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 17, 2025

Market Commentary In Like a Lion, Out Like a Lamb This well-known proverb is traditionally used to describe the weather in March, as it is typically cold at the beginning …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on July 17, 2025

Market Commentary In Like a Lion, Out Like a Lamb This well-known proverb is traditionally used to describe the weather in March, as it is typically cold at the beginning …

Read Story
Topics:Covered Call Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 17, 2025

Market Commentary Legend has it that British troops played the song “The World Turned Upside Down” during their surrender at Yorktown. The song originated from an English ballad from the …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on April 17, 2025

Market Commentary Legend has it that British troops played the song “The World Turned Upside Down” during their surrender at Yorktown. The song originated from an English ballad from the …

Read Story
Topics:Covered Call Comments

by Brian G. McCoy, CFA, on April 17, 2025

Performance Attribution The first quarter of 2025 presented a more challenging environment for equity markets than initially anticipated. Post-election optimism for lower regulatory bureaucracy and business-favorable policies from the new …

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Topics:Small Companies Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on January 28, 2025

Market Commentary “To be, or not to be, that is the question” is from William Shakespeare’s Hamlet. In the scene, Prince Hamlet contemplates the pain and unfairness of life versus …

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Topics:Income and Growth Comments

by Robert Cagliola, CFA and Robert Hahn, CFA, on January 28, 2025

Market Commentary “To be, or not to be, that is the question” is from William Shakespeare’s Hamlet. In the scene, Prince Hamlet contemplates the pain and unfairness of life versus …

Read Story
Topics:Covered Call Comments

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