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Portfolio Manager Commentary

 

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 …

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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

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