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Portfolio Manager Commentary

 

by Brian G. McCoy, CFA, on October 23, 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 23, 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 02, 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 …

Read Story
Topics:Covered Call CommentsIncome and Growth Comments

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